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| Provider | Service type | Compensation |
|---|---|---|
PENSERV PLAN SERVICES, INC.2 years Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $9,186 |
Filed as: PLAN VISION Service code 27 17400 25TH AVENUE N · PLYMOUTH, MN 55447 | Advisory (Plan) | $6,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,779 | $47,977-75.4% | $154,111-92.4% | $56,287-79.1% |
| Participation rate | 56.4% | 66.2%-9.8pp | 83.0%-26.7pp | 69.9%-13.5pp |
| Annual return | -3.86% | 3.54%-7.4pp | 735.18%-739.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $890 | $2,169-59.0% | $5,298-83.2% | $2,111-57.8% |
| Participant deferral / active EE | $1,185 | $2,392-50.5% | $5,081-76.7% | $3,350-64.6% |
| Admin fee / account holder | $58 | $438-86.9% | $13,411-99.6% | $521-89.0% |