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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $36,112 |
MULTNOMAH GROUP2 years Service code 50 · EIN 20-0361079 | Direct Payment | $21,131 |
KIECKHAFER SCHIFFER LLP5 years Filed as: KIECKHAFER, SCHIFFER LLP Service code 50 · EIN 81-5052000 | Direct Payment | $19,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,992 | $93,182+159.7% | $146,685+65.0% | $79,393+204.8% |
| Participation rate | 90.5% | 76.4%+14.0pp | 80.1%+10.4pp | 70.7%+19.8pp |
| Annual return | 14.74% | 21.61%-6.9pp | 22.75%-8.0pp | 116.87%-102.1pp |
| Employer contribution / active EE | $1,348 | $2,420-44.3% | $4,137-67.4% | $2,428-44.5% |
| Participant deferral / active EE | $8,924 | $4,169+114.1% | $5,507+62.1% | $4,046+120.6% |
| Admin fee / account holder | $227 | $585-61.2% | $10,281-97.8% | $627-63.8% |