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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: THE PENSION STUDIO Service code 99 · EIN 54-2154380 | Other Fees | $6,206 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 99 · EIN 11-1000111 | Other Fees | $4,086 |
Service code 99 · EIN 71-0294708 | Other Fees | $562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,879 | $46,966-53.4% | $185,117-88.2% | $69,631-68.6% |
| Participation rate | 25.2% | 65.3%-40.1pp | 77.3%-52.1pp | 70.7%-45.5pp |
| Annual return | 26.92% | 22.36%+4.6pp | 40.50%-13.6pp | 27571.02%-27544.1pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,229 | $3,017-59.2% | $5,045-75.6% | $3,224-61.9% |
| Admin fee / account holder | $95 | $94+1.1% | $8,159-98.8% | $110-14.1% |