See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MT HOOD PENSION SERVICE LLC Service code 13 · EIN 22-3859477 | Contract Administrator | $16,590 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $16,206 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 84-1455663 | Recordkeeping Fees | $7,614 |
Filed as: COMMON WEALTH EQUITY SERVICES LLC Service code 27 · EIN 04-2675571 | Advisory (Plan) | $6,667 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,320 |
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 | $66,851 | $66,601+0.4% | $92,893-28.0% | $67,579-1.1% |
| Participation rate | 61.5% | 72.5%-11.0pp | 76.0%-14.5pp | 71.3%-9.7pp |
| Annual return | 3.17% | 92.58%-89.4pp | 109.41%-106.2pp | 378.56%-375.4pp |
| Employer contribution / active EE | $1,082 | $2,775-61.0% | $3,653-70.4% | $2,148-49.6% |
| Participant deferral / active EE | $4,625 | $3,157+46.5% | $4,236+9.2% | $3,539+30.7% |
| Admin fee / account holder | $184 | $199-7.6% | $5,794-96.8% | $142+29.1% |