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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSERV Service code 15 · EIN 20-1916735 | Recordkeeping | $11,014 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,999 | $69,774-62.7% | $67,575-61.5% | $74,459-65.1% |
| Participation rate | 99.0% | 71.4%+27.6pp | 72.9%+26.1pp | 67.2%+31.8pp |
| Annual return | 15.32% | -40.53%+55.8pp | 3528.98%-3513.7pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $1,166 | $2,710-57.0% | $2,736-57.4% | $2,626-55.6% |
| Participant deferral / active EE | $3,590 | $3,636-1.3% | $4,003-10.3% | $4,350-17.5% |
| Admin fee / account holder | $116 | $890-87.0% | $3,993-97.1% | $1,945-94.0% |