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| Provider | Service type | Compensation |
|---|---|---|
PREFERRED PENSION CONCEPTS, INC.7+ years Service code 15 · EIN 13-3384874 | Recordkeeping | $60,044 |
MARKS PANETH LLP1 year Service code 10 · EIN 11-3518842 | Accounting | $10,000 |
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,069 | $45,000-97.6% | $143,797-99.3% | $77,906-98.6% |
| Participation rate | 97.3% | 66.8%+30.5pp | 80.3%+17.0pp | 73.7%+23.6pp |
| Annual return | -9.10% | 29.03%-38.1pp | -0.04%-9.1pp | 12.16%-21.3pp |
| Employer contribution / active EE | $211 | $1,870-88.7% | $4,952-95.7% | $2,846-92.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $14 | $98-86.0% | $14,679-99.9% | $133-89.6% |