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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP4 years Filed as: PENSION & WEALTH MANAGEMENT ADVISOR Service code 51 800 SOUTH STREET · WALTHAM, MA 02453 | Investment Mgmt Fees | $50,259 |
Service code 13 · EIN 16-1503696 | Contract Administrator | $27,261 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,828 | $55,446+25.9% | $155,574-55.1% | $74,429-6.2% |
| Participation rate | 65.2% | 61.9%+3.3pp | 78.2%-13.0pp | 67.2%-2.0pp |
| Annual return | 11.30% | 269.20%-257.9pp | 64.87%-53.6pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $1,464 | $2,266-35.4% | $4,676-68.7% | $2,625-44.2% |
| Participant deferral / active EE | $4,075 | $2,836+43.7% | $5,629-27.6% | $4,348-6.3% |
| Admin fee / account holder | $497 | $1,743-71.5% | $15,914-96.9% | $1,944-74.4% |