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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $1,496 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION SERVICE, INC. Service code 15 · EIN 06-0874394 127 WASHINGTON AVENUE · NORTH HAVEN, CT 064731715 | Recordkeeping | $1,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,157 | $47,977-43.4% | $154,108-82.4% | $56,289-51.8% |
| Participation rate | 44.8% | 66.2%-21.4pp | 83.0%-38.3pp | 69.9%-25.1pp |
| Annual return | 5.55% | 3.54%+2.0pp | 735.21%-729.7pp | -9.96%+15.5pp |
| Employer contribution / active EE | $181 | $2,169-91.7% | $5,298-96.6% | $2,111-91.4% |
| Participant deferral / active EE | $895 | $2,392-62.6% | $5,081-82.4% | $3,350-73.3% |
| Admin fee / account holder | $106 | $438-75.8% | $13,411-99.2% | $521-79.7% |