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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 | $67,594-30.7% | $77,361-39.5% | $69,733-32.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 14.88% | 19.20%-4.3pp | 1011.54%-996.7pp | 15.22%-0.3pp |
| Employer contribution / active EE | $3,600 | $2,649+35.9% | $2,990+20.4% | $2,250+60.0% |
| Participant deferral / active EE | $5,763 | $3,401+69.4% | $3,911+47.3% | $3,054+88.7% |
| Admin fee / account holder | $177 | $1,159-84.7% | $5,894-97.0% | $3,102-94.3% |