Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3 years Filed as: PENSION RESOURCES, INC. Service code 13 · EIN 25-1778680 2000 LINGLESTOWN ROAD · HARRISBURG, PA 17110 | Contract Administrator | $17,784 |
Filed as: BOYER & RITTER LLC Service code 10 · EIN 23-1311005 211 HOUSE AVENUE · CAMP HILL, PA 17011 | Accounting | $16,500 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,359 | $31,252-63.7% | $75,826-85.0% | $55,725-79.6% |
| Participation rate | 98.6% | 71.3%+27.2pp | 68.2%+30.3pp | 70.9%+27.7pp |
| Annual return | -4.85% | 2.84%-7.7pp | 1914.15%-1919.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $494 | $1,260-60.7% | $1,913-74.2% | $2,078-76.2% |
| Participant deferral / active EE | $1,008 | $2,258-55.4% | $2,862-64.8% | $3,356-70.0% |
| Admin fee / account holder | $178 | $91+94.4% | $4,726-96.2% | $115+54.3% |