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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POLYCOMP ADMINISTRATIVE SVCS, INC. Service code 17 · EIN 95-2889854 | Pension Consulting | $5,161 |
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 | $23,267 | $58,726-60.4% | $92,240-74.8% | $62,293-62.6% |
| Participation rate | 92.6% | 68.3%+24.3pp | 76.5%+16.1pp | 69.5%+23.1pp |
| Annual return | 22.50% | 43.62%-21.1pp | 176.29%-153.8pp | 28.90%-6.4pp |
| Employer contribution / active EE | $3,969 | $2,392+65.9% | $3,680+7.9% | $2,042+94.3% |
| Participant deferral / active EE | $3,565 | $2,766+28.9% | $3,897-8.5% | $3,169+12.5% |
| Admin fee / account holder | $25 | $556-95.5% | $5,194-99.5% | $479-94.8% |