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| Provider | Service type | Compensation |
|---|---|---|
PENSERV PLAN SERVICES, INC.2 years Filed as: PENSERV Service code 15 · EIN 20-1916735 | Recordkeeping | $12,190 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,494 | $64,705-49.8% | $62,929-48.4% | $67,986-52.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 12.02% | 20.31%-8.3pp | 1063.93%-1051.9pp | 31.67%-19.6pp |
| Employer contribution / active EE | $1,126 | $2,376-52.6% | $2,505-55.0% | $2,019-44.2% |
| Participant deferral / active EE | $3,545 | $3,198+10.9% | $3,888-8.8% | $3,358+5.6% |
| Admin fee / account holder | $145 | $1,428-89.9% | $5,065-97.1% | $3,203-95.5% |