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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3+ years Filed as: PENSION CONSULTING SERVICES, LLC Service code 15 1737 GEORGETOWN ROAD, SUITE C · HUDSON, OH 44236 | Recordkeeping | $7,891 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLENLLP Service code 10 4505 STEPHEN CIRCLE, SUITE 200 · CANTON, OH 44718 | Accounting | $4,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $41,299 | $59,535-30.6% | $90,161-54.2% | $62,293-33.7% |
| Participation rate | 67.7% | 73.0%-5.3pp | 76.9%-9.2pp | 69.5%-1.8pp |
| Annual return | 15.07% | 23.53%-8.5pp | 34.89%-19.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,521 | $4,639-67.2% | $5,287-71.2% | $3,169-52.0% |
| Admin fee / account holder | $105 | $337-68.8% | $5,943-98.2% | $479-78.1% |