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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP8+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 10 · EIN 34-1944384 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Accounting | $13,752 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 17 655 BEAVER CREEK CIRCLE · MAUMEE, OH 43537 | Pension Consulting | $9,775 |
CGRPS4 years Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $5,575 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,595 | $45,872-81.3% | $77,100-88.9% | $68,490-87.5% |
| Participation rate | 70.3% | 55.9%+14.3pp | 67.9%+2.3pp | 67.9%+2.4pp |
| Annual return | -16.80% | 1.73%-18.5pp | 42.35%-59.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,602 | $1,650+57.7% | $2,815-7.6% | $2,597+0.2% |
| Participant deferral / active EE | $4,502 | $2,963+52.0% | $4,430+1.6% | $4,028+11.8% |
| Admin fee / account holder | $165 | $3,041-94.6% | $5,443-97.0% | $5,403-96.9% |