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| Provider | Service type | Compensation |
|---|---|---|
PENSERV PLAN SERVICES, INC.2 years Filed as: PENSERV Service code 15 · EIN 20-1916735 | Recordkeeping | $87 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,928 | $65,072-46.3% | $66,439-47.4% | $65,306-46.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.5%+25.5pp | 57.7%+42.3pp |
| Annual return | 12.11% | 21.50%-9.4pp | 757.66%-745.5pp | 21.94%-9.8pp |
| Employer contribution / active EE | $1,071 | $2,475-56.8% | $2,637-59.4% | $1,967-45.6% |
| Participant deferral / active EE | $3,751 | $3,234+16.0% | $3,876-3.2% | $2,959+26.8% |
| Admin fee / account holder | $213 | $1,323-83.9% | $6,173-96.6% | $3,480-93.9% |