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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3+ years Filed as: PENSION PLANNERS NORTHWEST, INC. Service code 15 · EIN 93-1160402 | Recordkeeping | $6,303 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $397 |
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 | $59,855 | $73,102-18.1% | $123,549-51.6% | $56,287+6.3% |
| Participation rate | 89.0% | 74.3%+14.7pp | 82.3%+6.7pp | 69.9%+19.1pp |
| Annual return | -5.28% | 3.01%-8.3pp | 119.20%-124.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,743 | $2,977-41.5% | $4,628-62.3% | $2,111-17.4% |
| Participant deferral / active EE | $7,156 | $5,423+32.0% | $6,426+11.4% | $3,350+113.6% |
| Admin fee / account holder | $111 | $554-79.9% | $9,284-98.8% | $521-78.6% |