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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA11+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $104,386 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $55,547 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,912 | $71,964-7.0% | $167,512-60.1% | $85,563-21.8% |
| Participation rate | 81.2% | 61.0%+20.3pp | 77.1%+4.2pp | 66.0%+15.3pp |
| Annual return | 12.11% | 18.83%-6.7pp | 1615.79%-1603.7pp | 31.51%-19.4pp |
| Employer contribution / active EE | $736 | $1,875-60.8% | $3,882-81.0% | $2,654-72.3% |
| Participant deferral / active EE | $3,217 | $4,110-21.7% | $6,405-49.8% | $4,375-26.5% |
| Admin fee / account holder | $212 | $815-73.9% | $9,769-97.8% | $834-74.5% |