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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA3+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $20,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,381 | $47,448-21.2% | $94,993-60.6% | $62,293-40.0% |
| Participation rate | 31.8% | 66.5%-34.7pp | 73.9%-42.0pp | 69.5%-37.7pp |
| Annual return | 14.75% | 22.64%-7.9pp | 27.14%-12.4pp | 28.90%-14.1pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $494 | $2,375-79.2% | $3,317-85.1% | $3,169-84.4% |
| Admin fee / account holder | $56 | $434-87.1% | $4,960-98.9% | $479-88.4% |