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 |
|---|---|---|
PROFESSIONAL BENEFIT SERVICES3+ 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.
Sign up free to preview 3 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
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 | $24,009 | $50,637-52.6% | $86,582-72.3% | $62,293-61.5% |
| Participation rate | 74.5% | 67.9%+6.6pp | 73.5%+0.9pp | 69.5%+4.9pp |
| Annual return | 16.27% | 20.80%-4.5pp | 965.08%-948.8pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,151 | $2,075-44.5% | $2,839-59.5% | $2,042-43.6% |
| Participant deferral / active EE | $2,265 | $2,611-13.2% | $3,609-37.2% | $3,169-28.5% |
| Admin fee / account holder | $126 | $413-69.5% | $4,904-97.4% | $479-73.7% |