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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA10+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $65,778 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $63,324 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,940 | $92,076-15.4% | $105,607-26.2% | $77,736+0.3% |
| Participation rate | 95.8% | 81.0%+14.8pp | 75.3%+20.5pp | 70.6%+25.2pp |
| Annual return | 11.80% | 17.84%-6.0pp | 116.11%-104.3pp | 31.26%-19.5pp |
| Employer contribution / active EE | $2,624 | $3,370-22.1% | $3,167-17.1% | $2,728-3.8% |
| Participant deferral / active EE | $5,720 | $5,390+6.1% | $5,011+14.1% | $4,651+23.0% |
| Admin fee / account holder | $259 | $219+18.3% | $10,958-97.6% | $433-40.2% |