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 |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN NORTHWEST ADVISORY SERVICE Service code 27 · EIN 91-1998294 | Advisory (Plan) | $24,825 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN NORTHWEST RPS Service code 15 · EIN 91-2165154 | Recordkeeping | $12,575 |
CLARK NUBER5+ years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $12,269 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,017 | $65,376-51.0% | $87,102-63.2% | $65,185-50.9% |
| Participation rate | 77.6% | 75.3%+2.3pp | 76.9%+0.8pp | 70.2%+7.4pp |
| Annual return | 16.70% | 31.27%-14.6pp | 28.19%-11.5pp | 29.38%-12.7pp |
| Employer contribution / active EE | $494 | $1,822-72.9% | $2,521-80.4% | $2,177-77.3% |
| Participant deferral / active EE | $2,758 | $3,388-18.6% | $4,048-31.9% | $3,514-21.5% |
| Admin fee / account holder | $336 | $520-35.4% | $7,491-95.5% | $847-60.4% |