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| Provider | Service type | Compensation |
|---|---|---|
GEFFEN MESHER1+ years Filed as: GEFFEN MESHER & COMPANY PC Service code 15 · EIN 93-1042710 | Recordkeeping | $15,000 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION PLANNERS NORTHWEST, INC. Service code 15 · EIN 93-1160402 | Recordkeeping | $8,577 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,254 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,581 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,964 | $77,816-61.5% | $123,552-75.7% | $64,173-53.3% |
| Participation rate | 73.9% | 74.7%-0.8pp | 82.3%-8.4pp | 69.6%+4.3pp |
| Annual return | -6.06% | 12.49%-18.5pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $539 | $3,014-82.1% | $4,628-88.4% | $2,381-77.4% |
| Participant deferral / active EE | $4,757 | $5,240-9.2% | $6,426-26.0% | $3,470+37.1% |
| Admin fee / account holder | $291 | $5,519-94.7% | $9,285-96.9% | $4,887-94.0% |