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| Provider | Service type | Compensation |
|---|---|---|
PROFESSIONAL BENEFIT SERVICES2+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 15 · EIN 93-0998477 1193 ROYVONNE AVE. SE SUITE 22 · SALEM, OR 97302 | Recordkeeping | $0 |
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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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,237 | $43,423-53.4% | $78,676-74.3% | $55,167-63.3% |
| Participation rate | 78.0% | 68.0%+10.0pp | 73.6%+4.5pp | 69.0%+9.0pp |
| Annual return | 6.98% | 11.53%-4.5pp | 62.19%-55.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,006 | $1,997-49.6% | $2,850-64.7% | $1,963-48.8% |
| Participant deferral / active EE | $2,025 | $2,509-19.3% | $3,517-42.4% | $3,054-33.7% |
| Admin fee / account holder | $287 | $416-30.9% | $4,510-93.6% | $504-43.0% |