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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: PENSION RESOURCES, INC. Service code 13 · EIN 25-1778680 2000 LINGLESTOWN ROAD · HARRISBURG, PA 17110 | Contract Administrator | $14,283 |
Filed as: BOLES METZGER BROSIUS & EMERICK PC Service code 10 · EIN 23-2175024 3601 N FRONT ST · HARRISBURG, PA 17110 | Accounting | $5,975 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 PO BOX 1583 · HARTFORD, CA 061441583 | Recordkeeping | $1,048 |
Annual investment return 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.
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 | $12,403 | $32,085-61.3% | $40,145,923-100.0% | $57,658-78.5% |
| Participation rate | 100.0% | 66.0%+34.0pp | 68.4%+31.6pp | 70.2%+29.8pp |
| Annual return | 5.03% | 9.60%-4.6pp | 5.24%-0.2pp | 5.13%-0.1pp |
| Employer contribution / active EE | $1,113 | $1,179-5.6% | $1,844-39.7% | $1,974-43.6% |
| Participant deferral / active EE | $829 | $1,957-57.7% | $2,591-68.0% | $3,061-72.9% |
| Admin fee / account holder | $69 | $75-8.2% | $2,903-97.6% | $95-27.1% |