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| Provider | Service type | Compensation |
|---|---|---|
PREFERRED PENSION CONCEPTS, INC.5+ years Service code 15 · EIN 13-3384874 | Recordkeeping | $49,643 |
PFK O'CONNOR DAVIES, LLP2 years Filed as: PFK O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $2,500 |
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 | $1,816 | $56,095-96.8% | $178,503-99.0% | $90,274-98.0% |
| Participation rate | 92.7% | 65.6%+27.2pp | 81.9%+10.8pp | 73.4%+19.4pp |
| Annual return | 3.09% | 28.81%-25.7pp | 151.12%-148.0pp | 53.97%-50.9pp |
| Employer contribution / active EE | $347 | $1,572-77.9% | $5,011-93.1% | $2,523-86.2% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $21 | $101-79.3% | $13,987-99.9% | $114-81.7% |