Filed March 31, 2025 (most recent of 4 filings on file)
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA2+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $27,064 |
PENSION ASSURANCE LLP1 year Filed as: PENSION CORPORATION OF AMERCIA Service code 55 | Other Commissions | $22,893 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $53,287 | $23,385+127.9% | $69,182-23.0% | $57,658-7.6% |
| Participation rate | 37.4% | 37.9%-0.6pp | 55.1%-17.8pp | 70.2%-32.9pp |
| Annual return | 7.69% | -659.34%+667.0pp | -21.93%+29.6pp | 5.13%+2.6pp |
| Employer contribution / active EE | $622 | $422+47.2% | $1,206-48.4% | $1,974-68.5% |
| Participant deferral / active EE | $1,156 | $843+37.1% | $1,897-39.1% | $3,061-62.2% |
| Admin fee / account holder | $35 | $82-57.3% | $2,697-98.7% | $95-62.9% |