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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,928 | $63,433-44.9% | $63,803-45.3% | $64,097-45.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 55.2%+44.8pp |
| Annual return | 12.11% | 20.74%-8.6pp | 543.72%-531.6pp | 34.64%-22.5pp |
| Employer contribution / active EE | $1,071 | $2,332-54.1% | $2,532-57.7% | $1,891-43.4% |
| Participant deferral / active EE | $3,751 | $3,119+20.3% | $3,843-2.4% | $3,080+21.8% |
| Admin fee / account holder | $213 | $1,489-85.7% | $5,196-95.9% | $3,454-93.8% |