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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA1+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $2,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,319 | $51,769-72.3% | $57,356-75.0% | $52,331-72.6% |
| Participation rate | 14.3% | 75.2%-60.9pp | 75.1%-60.8pp | 68.1%-53.8pp |
| Annual return | -0.05% | 2.43%-2.5pp | 24.41%-24.5pp | 4.54%-4.6pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $517 | $2,794-81.5% | $3,162-83.7% | $3,022-82.9% |
| Admin fee / account holder | $52 | $295-82.2% | $3,357-98.4% | $592-91.1% |