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 |
|---|---|---|
UMPQUA INVESTMENTS, INC.1 year Service code 55 | Other Commissions | $27,751 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 49 · EIN 71-0294708 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Other Services | $8,766 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $3,762 |
UMPQUA INVESTMENTS, INC.2 years Filed as: UMPQUA INVESTMENTS Service code 55 · EIN 06-1375177 1 SW COLUMBIA ST STE 300 · PORTLAND, OR 97258 | Other Commissions | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUN Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $72,846 | $66,650+9.3% | $92,915-21.6% | $67,582+7.8% |
| Participation rate | 98.9% | 72.5%+26.4pp | 76.0%+22.9pp | 71.3%+27.6pp |
| Annual return | 32.77% | 92.64%-59.9pp | 109.45%-76.7pp | 378.57%-345.8pp |
| Employer contribution / active EE | $3,646 | $2,777+31.3% | $3,653-0.2% | $2,148+69.8% |
| Participant deferral / active EE | $7,098 | $3,160+124.7% | $4,238+67.5% | $3,539+100.6% |
| Admin fee / account holder | $159 | $199-20.0% | $5,796-97.3% | $142+11.9% |