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| Provider | Service type | Compensation |
|---|---|---|
PREFERRED PENSION CONCEPTS, INC.8+ years Service code 15 · EIN 13-3384874 | Recordkeeping | $103,950 |
MARKS PANETH LLP2 years Service code 10 · EIN 11-3518842 | Accounting | $13,000 |
Service code 49 · EIN 71-0294708 | Other Services | $1,955 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,059 | $50,151-97.9% | $149,696-99.3% | $80,157-98.7% |
| Participation rate | 98.5% | 64.3%+34.2pp | 78.8%+19.7pp | 72.9%+25.6pp |
| Annual return | 4.49% | 29.80%-25.3pp | 134.46%-130.0pp | 40.39%-35.9pp |
| Employer contribution / active EE | $210 | $1,867-88.8% | $4,821-95.7% | $2,977-93.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,682-100.0% | $5,015-100.0% |
| Admin fee / account holder | $18 | $153-87.9% | $13,212-99.9% | $145-87.3% |