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 |
|---|---|---|
FIRST PACIFIC FINANCIAL INC4 years Service code 27 610 ESTHER ST STE 100 · VANCOUVER, WA 98660 | Advisory (Plan) | $55,879 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,286 |
PENSION PLAN SPECIALISTS, PC4 years Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $11,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,253 | $80,748+39.0% | $102,383+9.6% | $74,429+50.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 14.40% | 27.57%-13.2pp | 24.94%-10.5pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $6,094 | $3,159+92.9% | $3,870+57.4% | $2,625+132.1% |
| Participant deferral / active EE | $5,666 | $3,861+46.8% | $5,060+12.0% | $4,348+30.3% |
| Admin fee / account holder | $624 | $2,371-73.7% | $8,391-92.6% | $1,944-67.9% |