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| Provider | Service type | Compensation |
|---|---|---|
KIECKHAFER SCHIFFER LLP4 years Filed as: KIECKHAFER, SCHIFFER LLP Service code 50 · EIN 81-5052000 | Direct Payment | $19,700 |
MULTNOMAH GROUP1 year Service code 50 · EIN 20-0361079 | Direct Payment | $19,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $375 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,177 | $81,494+160.4% | $133,978+58.4% | $73,497+188.7% |
| Participation rate | 91.3% | 76.4%+14.9pp | 79.8%+11.5pp | 70.7%+20.6pp |
| Annual return | 14.33% | 19.40%-5.1pp | 45.10%-30.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,217 | $2,210-44.9% | $3,919-68.9% | $2,270-46.4% |
| Participant deferral / active EE | $8,168 | $3,787+115.7% | $5,047+61.8% | $3,740+118.4% |
| Admin fee / account holder | $107 | $713-85.0% | $8,930-98.8% | $513-79.2% |