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 |
|---|---|---|
DA DAVIDSON & CO10+ years Filed as: D.A. DAVIDSON Service code 22 208 N. BROADWAY · BILLINGS, MT 59101 | Insurance Broker | $42,309 |
PCS RETIREMENT, LLC1 year Filed as: PCS Service code 64 12596 W. BAYAUD AVE. SUITE 250 · LAKEWOOD, CO 802282035 | Recordkeeping Fees | $15,731 |
PROFESSIONAL BENEFIT SERVICES10+ years Service code 37 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Loan Processing | $13,330 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $7,746 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: RELIASTAR LIFE INSURANCE COMPANY, Service code 60 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 587025050 | Sub-TA Fees | $0 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,460 | $55,470-77.5% | $155,556-92.0% | $74,478-83.3% |
| Participation rate | 98.7% | 61.9%+36.8pp | 78.2%+20.5pp | 67.2%+31.5pp |
| Annual return | 6.11% | 269.80%-263.7pp | 64.84%-58.7pp | 1370.56%-1364.5pp |
| Employer contribution / active EE | $2,490 | $2,267+9.8% | $4,675-46.7% | $2,626-5.2% |
| Participant deferral / active EE | $1,533 | $2,838-46.0% | $5,631-72.8% | $4,350-64.8% |
| Admin fee / account holder | $146 | $1,744-91.6% | $15,885-99.1% | $1,946-92.5% |