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| Provider | Service type | Compensation |
|---|---|---|
PREFERRED PENSION CONCEPTS, INC.4+ years Service code 15 · EIN 13-3384874 | Recordkeeping | $37,271 |
PFK O'CONNOR DAVIES, LLP1 year Filed as: PFK O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,503 | $47,456-94.7% | $172,753-98.6% | $77,775-96.8% |
| Participation rate | 60.9% | 66.3%-5.4pp | 82.6%-21.8pp | 73.2%-12.3pp |
| Annual return | 3.06% | 35.57%-32.5pp | 803.00%-799.9pp | 32.58%-29.5pp |
| Employer contribution / active EE | $384 | $1,574-75.6% | $5,144-92.5% | $2,504-84.7% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $45 | $81-44.6% | $13,956-99.7% | $100-55.3% |