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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2 years Filed as: PENSION RESOURCES, INC. Service code 13 · EIN 25-1778680 2000 LINGLESTOWN ROAD · HARRISBURG, PA 17110 | Contract Administrator | $9,458 |
Filed as: BOLES METZGER BROSIUS & EMERICK PC Service code 10 · EIN 23-2175024 3601 N FRONT ST · HARRISBURG, PA 17110 | Accounting | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 PO BOX 1583 · HARTFORD, CA 061441583 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,194 | $35,955-66.1% | $78,210-84.4% | $69,631-82.5% |
| Participation rate | 98.8% | 67.2%+31.6pp | 68.7%+30.1pp | 70.7%+28.1pp |
| Annual return | 12.81% | 16.42%-3.6pp | 40.90%-28.1pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $749 | $1,244-39.8% | $2,034-63.2% | $2,032-63.1% |
| Participant deferral / active EE | $853 | $2,107-59.5% | $2,823-69.8% | $3,224-73.5% |
| Admin fee / account holder | $101 | $86+17.0% | $3,758-97.3% | $110-9.0% |