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| Provider | Service type | Compensation |
|---|---|---|
PENSION DYNAMICS COMPANY LLC4+ years Service code 15 · EIN 94-2692944 | Recordkeeping | $10,034 |
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).
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $21,282 | $23,224-8.4% | $71,089-70.1% | $55,725-61.8% |
| Participation rate | 32.1% | 37.9%-5.8pp | 54.6%-22.6pp | 70.9%-38.8pp |
| Annual return | -5.12% | -2.87%-2.3pp | 650.65%-655.8pp | 244.93%-250.1pp |
| Employer contribution / active EE | $608 | $436+39.3% | $1,088-44.1% | $2,078-70.8% |
| Participant deferral / active EE | $1,326 | $929+42.7% | $1,873-29.2% | $3,356-60.5% |
| Admin fee / account holder | $51 | $118-57.0% | $3,082-98.4% | $115-56.0% |