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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3 years Filed as: THE PENSION STUDIO Service code 99 · EIN 54-2154380 | Other Fees | $6,908 |
Service code 99 · EIN 11-1000111 | Other Fees | $5,983 |
Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,539 | $48,471-57.6% | $182,558-88.7% | $67,582-69.6% |
| Participation rate | 40.4% | 67.2%-26.8pp | 78.0%-37.6pp | 71.3%-30.9pp |
| Annual return | 26.47% | 31.08%-4.6pp | 148.59%-122.1pp | 378.57%-352.1pp |
| Employer contribution / active EE | $796 | $1,461-45.5% | $4,076-80.5% | $2,148-62.9% |
| Participant deferral / active EE | $2,514 | $3,324-24.4% | $5,526-54.5% | $3,539-29.0% |
| Admin fee / account holder | $88 | $151-41.6% | $8,594-99.0% | $142-37.9% |