See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $0 |
MT. HOOD PENSION SERVICE, LLC2+ years Filed as: MT HOOD PENSION SERVICE Service code 49 · EIN 22-3859477 | Other Services | $0 |
MT. HOOD PENSION SERVICE, LLC2+ years Filed as: MT HOOD PENSION SERVICE, LLC Service code 49 | Other Services | $0 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,579 | $60,545+1.7% | $92,233-33.2% | $69,631-11.6% |
| Participation rate | 62.5% | 72.2%-9.7pp | 76.5%-14.0pp | 70.7%-8.2pp |
| Annual return | 10.97% | 19.71%-8.7pp | 176.28%-165.3pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $927 | $2,633-64.8% | $3,679-74.8% | $2,032-54.4% |
| Participant deferral / active EE | $3,984 | $2,828+40.9% | $3,897+2.3% | $3,224+23.6% |
| Admin fee / account holder | $110 | $145-24.3% | $5,194-97.9% | $110-0.7% |