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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 | $67,594-51.9% | $77,361-58.0% | $69,733-53.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 12.02% | 19.20%-7.2pp | 1011.54%-999.5pp | 15.22%-3.2pp |
| Employer contribution / active EE | $1,126 | $2,649-57.5% | $2,990-62.3% | $2,250-50.0% |
| Participant deferral / active EE | $3,545 | $3,401+4.2% | $3,911-9.3% | $3,054+16.1% |
| Admin fee / account holder | $145 | $1,159-87.5% | $5,894-97.5% | $3,102-95.3% |