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| Provider | Service type | Compensation |
|---|---|---|
PENSERV PLAN SERVICES, INC.2 years Filed as: PENSERV Service code 15 · EIN 20-1916735 | Recordkeeping | $28,521 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,822 | $65,084-28.1% | $67,681-30.8% | $64,340-27.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 14.88% | 20.50%-5.6pp | 590.58%-575.7pp | 24.14%-9.3pp |
| Employer contribution / active EE | $3,600 | $2,398+50.1% | $2,678+34.4% | $1,862+93.4% |
| Participant deferral / active EE | $5,763 | $3,210+79.5% | $3,976+44.9% | $2,980+93.4% |
| Admin fee / account holder | $177 | $1,415-87.5% | $6,100-97.1% | $3,703-95.2% |