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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $18,615 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,125 | $37,196-80.8% | $154,108-95.4% | $55,725-87.2% |
| Participation rate | 23.4% | 64.1%-40.7pp | 83.0%-59.7pp | 70.9%-47.5pp |
| Annual return | -1.32% | 1319.68%-1321.0pp | 735.21%-736.5pp | 244.93%-246.3pp |
| Employer contribution / active EE | $380 | $1,614-76.5% | $5,298-92.8% | $2,078-81.7% |
| Participant deferral / active EE | $718 | $2,068-65.3% | $5,081-85.9% | $3,356-78.6% |
| Admin fee / account holder | $126 | $102+24.1% | $13,411-99.1% | $115+9.5% |