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| Provider | Service type | Compensation |
|---|---|---|
PREFERRED PENSION CONCEPTS, INC.2+ years Service code 15 · EIN 13-3384874 | Recordkeeping | $30,537 |
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 | $2,399 | $44,989-94.7% | $170,435-98.6% | $77,958-96.9% |
| Participation rate | 93.2% | 64.6%+28.6pp | 83.6%+9.6pp | 71.6%+21.5pp |
| Annual return | 9.17% | 19.61%-10.4pp | 205.94%-196.8pp | 20.87%-11.7pp |
| Employer contribution / active EE | $431 | $1,466-70.6% | $5,432-92.1% | $2,310-81.4% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $29 | $69-57.6% | $13,881-99.8% | $97-70.0% |