Filed September 1, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSERV PLAN SERVICES, INC.9 years Service code 15 P. O. BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $5,113 |
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 | $155,790 | $91,710+69.9% | $67,560+130.6% | $77,762+100.3% |
| Participation rate | 97.7% | 76.0%+21.7pp | 72.9%+24.8pp | 70.6%+27.1pp |
| Annual return | 13.90% | 14.88%-1.0pp | 3533.50%-3519.6pp | 31.27%-17.4pp |
| Employer contribution / active EE | $10,283 | $3,187+222.7% | $2,737+275.8% | $2,728+277.0% |
| Participant deferral / active EE | $5,827 | $3,911+49.0% | $4,004+45.5% | $4,651+25.3% |
| Admin fee / account holder | $205 | $245-16.4% | $3,994-94.9% | $433-52.7% |