See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $19,993 |
MT. HOOD PENSION SERVICE, LLC3+ years Filed as: MT HOOD PENSION SERVICE, LLC Service code 49 | Other Services | $5,556 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $400 |
MT. HOOD PENSION SERVICE, LLC3+ years Filed as: MT HOOD PENSION SERVICE Service code 49 · EIN 22-3859477 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,861 | $56,443+13.1% | $83,848-23.8% | $55,725+14.6% |
| Participation rate | 63.9% | 72.0%-8.2pp | 76.1%-12.3pp | 70.9%-7.0pp |
| Annual return | 7.16% | 393.67%-386.5pp | 850.88%-843.7pp | 244.93%-237.8pp |
| Employer contribution / active EE | $962 | $2,682-64.1% | $3,631-73.5% | $2,078-53.7% |
| Participant deferral / active EE | $4,127 | $2,965+39.2% | $4,082+1.1% | $3,356+23.0% |
| Admin fee / account holder | $93 | $156-40.7% | $5,478-98.3% | $115-19.5% |