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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 | $64,705-27.6% | $62,929-25.6% | $67,986-31.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 14.88% | 20.31%-5.4pp | 1063.93%-1049.0pp | 31.67%-16.8pp |
| Employer contribution / active EE | $3,600 | $2,376+51.5% | $2,505+43.8% | $2,019+78.3% |
| Participant deferral / active EE | $5,763 | $3,198+80.2% | $3,888+48.2% | $3,358+71.6% |
| Admin fee / account holder | $177 | $1,428-87.6% | $5,065-96.5% | $3,203-94.5% |