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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,254 | $177,572-99.3% | $154,803-99.2% | $142,382-99.1% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 2.01% | 65.07%-63.1pp | 58.88%-56.9pp | 217.08%-215.1pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $6,272-100.0% | $5,540-100.0% | $6,507-100.0% |
| Admin fee / account holder | $30 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |