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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 | $65,072-50.1% | $66,439-51.1% | $65,306-50.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.5%+25.5pp | 57.7%+42.3pp |
| Annual return | 12.02% | 21.50%-9.5pp | 757.66%-745.6pp | 21.94%-9.9pp |
| Employer contribution / active EE | $1,126 | $2,475-54.5% | $2,637-57.3% | $1,967-42.8% |
| Participant deferral / active EE | $3,545 | $3,234+9.6% | $3,876-8.5% | $2,959+19.8% |
| Admin fee / account holder | $145 | $1,323-89.1% | $6,173-97.7% | $3,480-95.8% |