| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $56,658 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,418 |
PENSION ASSURANCE LLP1 year Service code 27 · EIN 30-0840934 | Advisory (Plan) | $9,000 |
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 | $53,075 | $85,135-37.7% | $98,920-46.3% | $73,415-27.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 16.75% | 19.14%-2.4pp | 196.47%-179.7pp | 59.30%-42.5pp |
| Employer contribution / active EE | $3,925 | $2,721+44.3% | $2,689+46.0% | $2,234+75.7% |
| Participant deferral / active EE | $4,448 | $4,349+2.3% | $4,245+4.8% | $3,806+16.9% |
| Admin fee / account holder | $89 | $139-36.2% | $6,643-98.7% | $158-43.8% |