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| Provider | Service type | Compensation |
|---|---|---|
PROFESSIONAL BENEFIT SERVICES1+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 15 · EIN 93-0998477 1193 ROYVONNE AVE. SE SUITE 22 · SALEM, OR 97302 | Recordkeeping | $3,195 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,708 | $38,925-49.4% | $73,836-73.3% | $55,191-64.3% |
| Participation rate | 31.4% | 66.0%-34.6pp | 73.4%-42.0pp | 69.2%-37.7pp |
| Annual return | -3.95% | 6.31%-10.3pp | 2268.06%-2272.0pp | 10.78%-14.7pp |
| Employer contribution / active EE | $401 | $1,695-76.3% | $2,787-85.6% | $1,899-78.9% |
| Participant deferral / active EE | $808 | $2,351-65.6% | $3,583-77.4% | $3,046-73.5% |
| Admin fee / account holder | $122 | $83+47.6% | $4,882-97.5% | $91+34.7% |