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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: PENSION ADVISORS Service code 27 28601 CHAGRIN BLVD · CLEVELAND, OH 44122 | Advisory (Plan) | $12,721 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,275 |
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 | $61,082 | $75,183-18.8% | $123,894-50.7% | $55,167+10.7% |
| Participation rate | 94.2% | 72.8%+21.4pp | 81.4%+12.8pp | 69.0%+25.2pp |
| Annual return | 12.82% | 19.01%-6.2pp | 47.52%-34.7pp | 169.23%-156.4pp |
| Employer contribution / active EE | $2,082 | $2,823-26.3% | $4,617-54.9% | $1,963+6.1% |
| Participant deferral / active EE | $7,087 | $5,084+39.4% | $5,984+18.4% | $3,054+132.0% |
| Admin fee / account holder | $237 | $663-64.2% | $8,357-97.2% | $504-53.0% |