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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 | $65,084-50.1% | $67,681-52.0% | $64,340-49.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 12.02% | 20.50%-8.5pp | 590.58%-578.6pp | 24.14%-12.1pp |
| Employer contribution / active EE | $1,126 | $2,398-53.1% | $2,678-58.0% | $1,862-39.5% |
| Participant deferral / active EE | $3,545 | $3,210+10.4% | $3,976-10.8% | $2,980+19.0% |
| Admin fee / account holder | $145 | $1,415-89.8% | $6,100-97.6% | $3,703-96.1% |