Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BROADVIEW1 year Filed as: BROADVIEW WEALTH Service code 53 #127 NE STE 127 · BELLEVUE, WA 98004 | Insurance Commissions | $20,990 |
Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 99 · EIN 93-0998477 1193 ROYVONNE AVE SE SUITE 22 · SALEM, OR 97302 | Other Fees | $6,640 |
THE VANGUARD GROUP, INC.1 year Service code 99 · EIN 23-1945930 | Other Fees | $4,887 |
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 | $46,887 | $69,511-32.5% | $94,664-50.5% | $71,511-34.4% |
| Participation rate | 85.9% | 78.4%+7.5pp | 80.8%+5.1pp | 67.9%+18.0pp |
| Annual return | 38.90% | 29.67%+9.2pp | 156.84%-117.9pp | 28.86%+10.0pp |
| Employer contribution / active EE | $2,582 | $2,853-9.5% | $3,673-29.7% | $2,589-0.3% |
| Participant deferral / active EE | $17,217 | $7,348+134.3% | $7,417+132.1% | $4,291+301.3% |
| Admin fee / account holder | $136 | $1,211-88.8% | $7,222-98.1% | $1,588-91.4% |