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| Provider | Service type | Compensation |
|---|---|---|
PREFERRED PENSION CONCEPTS, INC.6+ years Service code 15 · EIN 13-3384874 | Recordkeeping | $54,510 |
PFK O'CONNOR DAVIES, LLP3 years Filed as: PFK O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $16,600 |
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 | $1,987 | $67,512-97.1% | $185,849-98.9% | $93,010-97.9% |
| Participation rate | 94.1% | 67.1%+26.9pp | 81.7%+12.4pp | 73.9%+20.2pp |
| Annual return | 14.65% | 21.04%-6.4pp | 122.10%-107.4pp | 158.70%-144.0pp |
| Employer contribution / active EE | $283 | $1,783-84.1% | $5,169-94.5% | $2,705-89.5% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $27 | $318-91.4% | $16,244-99.8% | $152-81.9% |