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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $132,951 |
PENSIONS PLUS, INC.1 year Filed as: UB PENSIONS Service code 13 · EIN 36-4517541 | Contract Administrator | $57,872 |
Service code 27 · EIN 13-4132289 | Advisory (Plan) | $25,986 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,005 | $57,140-68.5% | $85,240-78.9% | $80,959-77.8% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 6.21% | 21.71%-15.5pp | 66.75%-60.5pp | 35.67%-29.5pp |
| Employer contribution / active EE | $22,025 | $1,802+1122.3% | $2,735+705.2% | $2,757+698.8% |
| Participant deferral / active EE | $1,332 | $3,115-57.2% | $4,527-70.6% | $4,300-69.0% |
| Admin fee / account holder | $344 | $4,992-93.1% | $6,165-94.4% | $6,925-95.0% |