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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 17 · EIN 34-1944384 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Pension Consulting | $13,030 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $9,765 |
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.
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 | $3,253 | $31,424-89.6% | $81,473-96.0% | $69,631-95.3% |
| Participation rate | 52.7% | 50.8%+1.9pp | 68.0%-15.2pp | 70.7%-18.0pp |
| Annual return | 14.33% | 22.44%-8.1pp | 38.78%-24.5pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $326 | $1,029-68.4% | $2,568-87.3% | $2,032-84.0% |
| Participant deferral / active EE | $379 | $1,838-79.4% | $3,537-89.3% | $3,224-88.2% |
| Admin fee / account holder | $59 | $103-42.9% | $4,561-98.7% | $110-46.9% |