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| Provider | Service type | Compensation |
|---|---|---|
Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 13 · EIN 16-1533601 | Contract Administrator | $11,649 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,966 | $49,177-61.4% | $79,466-76.1% | $64,173-70.4% |
| Participation rate | 96.6% | 65.0%+31.6pp | 73.3%+23.2pp | 69.6%+27.0pp |
| Annual return | -5.57% | -1.16%-4.4pp | 718.28%-723.9pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,420 | $2,076-31.6% | $2,800-49.3% | $2,381-40.3% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $91 | $3,839-97.6% | $5,104-98.2% | $4,887-98.1% |