Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PREFERRED PENSION CONCEPTS, INC.10+ years Service code 15 · EIN 13-3384874 | Recordkeeping | $161,005 |
Filed as: CBIZ CPAS PC Service code 10 · EIN 43-1947595 | Accounting | $10,000 |
Service code 49 · EIN 71-0294708 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,254 | $227,399-99.4% | $189,758-99.3% | $198,609-99.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | 2.01% | 61.03%-59.0pp | 52.62%-50.6pp | 202.70%-200.7pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $30 | $25,162-99.9% | $20,388-99.9% | $19,030-99.8% |