Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING1+ years Filed as: DESCHUTES INVESTMENT CONSULTIN Service code 15 200 SW MARKET · PORTLAND, OR 97201 | Recordkeeping | $8,328 |
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $4,432 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,922 | $37,117-92.1% | $147,617-98.0% | $55,191-94.7% |
| Participation rate | 88.0% | 63.6%+24.4pp | 84.6%+3.4pp | 69.2%+18.9pp |
| Annual return | 2.69% | 3.44%-0.8pp | 61.98%-59.3pp | 10.78%-8.1pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $787 | $1,985-60.4% | $4,895-83.9% | $3,046-74.2% |
| Admin fee / account holder | $20 | $86-76.8% | $11,612-99.8% | $91-78.1% |