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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA5+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $1,081 |
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.
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 | $21,238 | $60,795-65.1% | $69,461-69.4% | $65,185-67.4% |
| Participation rate | 17.0% | 74.9%-57.8pp | 74.6%-57.6pp | 70.2%-53.2pp |
| Annual return | 19.34% | 17.46%+1.9pp | 28.97%-9.6pp | 29.38%-10.0pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $836 | $3,162-73.6% | $3,536-76.4% | $3,514-76.2% |
| Admin fee / account holder | $27 | $314-91.4% | $3,840-99.3% | $847-96.8% |