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| Provider | Service type | Compensation |
|---|---|---|
PHOENIX INNOVATE2+ years Filed as: THE PHOENIX BENEFITS GROUP, INC. Service code 11 · EIN 20-0294810 4232 BROWNSVILLE ROAD, SUITE 336 · PITTSBURGH, PA 15227 | Actuarial | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 12.28% | 5.68%+6.6pp | 4.74%+7.5pp | 4.56%+7.7pp |
| Employer contribution / active EE | $1,465 | $16,243-91.0% | $36,089-95.9% | $15,526-90.6% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |