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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA4+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $10,537 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,275 | $45,825-23.0% | $90,645-61.1% | $56,287-37.3% |
| Participation rate | 26.2% | 66.7%-40.5pp | 74.0%-47.8pp | 69.9%-43.7pp |
| Annual return | -4.12% | 38.64%-42.8pp | 1.88%-6.0pp | -9.96%+5.8pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $493 | $2,562-80.8% | $3,425-85.6% | $3,350-85.3% |
| Admin fee / account holder | $23 | $413-94.5% | $4,994-99.5% | $521-95.6% |