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.3+ years Service code 15 · EIN 13-3384874 | Recordkeeping | $36,561 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,251 | $45,382-95.0% | $154,108-98.5% | $75,289-97.0% |
| Participation rate | 92.3% | 65.9%+26.4pp | 83.0%+9.3pp | 72.4%+19.9pp |
| Annual return | 7.65% | -0.47%+8.1pp | 735.21%-727.6pp | -0.04%+7.7pp |
| Employer contribution / active EE | $480 | $1,533-68.7% | $5,298-90.9% | $2,405-80.1% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $24 | $89-72.8% | $13,411-99.8% | $102-76.3% |