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| Provider | Service type | Compensation |
|---|---|---|
PENSION DYNAMICS COMPANY LLC1+ years Service code 15 · EIN 94-2692944 | Recordkeeping | $6,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,261 | $22,714+20.0% | $59,496-54.2% | $55,191-50.6% |
| Participation rate | 15.8% | 37.5%-21.6pp | 54.6%-38.7pp | 69.2%-53.3pp |
| Annual return | 0.69% | -44.01%+44.7pp | 182.05%-181.4pp | 10.78%-10.1pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $575 | $843-31.8% | $1,829-68.5% | $3,046-81.1% |
| Admin fee / account holder | $71 | $83-14.6% | $2,232-96.8% | $91-21.6% |