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| Provider | Service type | Compensation |
|---|---|---|
PENSION DYNAMICS COMPANY LLC3+ years Service code 15 · EIN 94-2692944 | Recordkeeping | $7,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,309 | $28,416-18.0% | $73,550-68.3% | $69,631-66.5% |
| Participation rate | 24.6% | 38.3%-13.7pp | 54.9%-30.3pp | 70.7%-46.1pp |
| Annual return | 16.82% | -694.13%+711.0pp | -15.16%+32.0pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $430 | $430-0.2% | $1,219-64.8% | $2,032-78.9% |
| Participant deferral / active EE | $1,110 | $897+23.8% | $1,804-38.4% | $3,224-65.6% |
| Admin fee / account holder | $48 | $104-54.0% | $2,320-97.9% | $110-56.5% |