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| Provider | Service type | Compensation |
|---|---|---|
PENSION INVESTORS CORPORATION1+ years Filed as: PENSION INVESTORS CORP Service code 99 · EIN 59-2166422 | Other Fees | $8,300 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,622 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,287 | $106,230-90.3% | $147,080-93.0% | $77,736-86.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 12.42% | 56.91%-44.5pp | 420.17%-407.8pp | 31.26%-18.8pp |
| Employer contribution / active EE | $3,706 | $4,072-9.0% | $4,933-24.9% | $2,728+35.9% |
| Participant deferral / active EE | $1,286 | $8,001-83.9% | $8,066-84.1% | $4,651-72.3% |
| Admin fee / account holder | $95 | $338-71.8% | $12,989-99.3% | $433-78.0% |