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| Provider | Service type | Compensation |
|---|---|---|
PREFERRED PENSION CONCEPTS, INC.1+ years Service code 15 · EIN 13-3384874 | Recordkeeping | $25,972 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $2,461 | $36,916-93.3% | $156,551-98.4% | $57,658-95.7% |
| Participation rate | 94.3% | 63.4%+30.9pp | 84.0%+10.3pp | 70.2%+24.1pp |
| Annual return | -2.99% | 12.38%-15.4pp | 32.23%-35.2pp | 5.13%-8.1pp |
| Employer contribution / active EE | $462 | $1,571-70.6% | $5,501-91.6% | $1,974-76.6% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $30 | $82-64.0% | $13,028-99.8% | $95-68.6% |