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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL BENEFIT SERVICES, INC. Service code 13 · EIN 93-0998477 1193 ROYVONNE STE. 22 · SALEM, OR 97302 | Contract Administrator | $6,582 |
AMERICAN FUNDS3 years Filed as: CAPITAL BANK & TRUST Service code 64 · EIN 95-6817943 | Recordkeeping Fees | $738 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,842 | $125,797-59.6% | $170,043-70.1% | $75,173-32.4% |
| Participation rate | 77.8% | 83.6%-5.8pp | 87.0%-9.2pp | 67.2%+10.6pp |
| Annual return | 17.70% | 27.20%-9.5pp | 53.40%-35.7pp | 160.72%-143.0pp |
| Employer contribution / active EE | $1,519 | $4,616-67.1% | $6,790-77.6% | $2,671-43.1% |
| Participant deferral / active EE | $4,471 | $6,838-34.6% | $10,410-57.1% | $4,126+8.4% |
| Admin fee / account holder | $65 | $8,177-99.2% | $12,824-99.5% | $5,651-98.9% |