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 |
|---|---|---|
HEINTZBERGER PAYNE1 year Service code 13 · EIN 20-8835556 | Contract Administrator | $11,286 |
Filed as: DESCHUTES PORTFOLIO STRATEGIES Service code 26 · EIN 27-5035231 | Advisory (Participants) | $10,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,896 | $52,467+6.5% | $57,196-2.3% | $55,167+1.3% |
| Participation rate | 54.5% | 75.8%-21.4pp | 75.3%-20.9pp | 69.0%-14.5pp |
| Annual return | 8.17% | 7.72%+0.5pp | 14.59%-6.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,128 | $2,477-54.4% | $2,683-57.9% | $1,963-42.5% |
| Participant deferral / active EE | $2,720 | $2,830-3.9% | $3,096-12.2% | $3,054-10.9% |
| Admin fee / account holder | $291 | $269+8.1% | $3,141-90.7% | $504-42.3% |