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| Provider | Service type | Compensation |
|---|---|---|
PENSION DYNAMICS COMPANY LLC5+ years Service code 15 · EIN 94-2692944 | Recordkeeping | $14,560 |
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).
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 | $28,300 | $25,302+11.9% | $74,723-62.1% | $67,582-58.1% |
| Participation rate | 29.4% | 37.8%-8.5pp | 54.5%-25.1pp | 71.3%-41.9pp |
| Annual return | 27.11% | 10291.17%-10264.1pp | 753.18%-726.1pp | 378.57%-351.5pp |
| Employer contribution / active EE | $552 | $446+23.6% | $1,084-49.1% | $2,148-74.3% |
| Participant deferral / active EE | $1,228 | $954+28.7% | $1,962-37.4% | $3,539-65.3% |
| Admin fee / account holder | $70 | $108-35.3% | $3,335-97.9% | $142-51.0% |