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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP4+ years Filed as: PENSION SERVICE COMPANY Service code 13 3060 MERCER UNIVERSITY DR. STE 200 · ATLANTA, GA 30341 | Contract Administrator | $1,000 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEACH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,170 | $23,224+133.2% | $71,086-23.8% | $55,725-2.8% |
| Participation rate | 10.2% | 37.9%-27.7pp | 54.7%-44.5pp | 70.9%-60.7pp |
| Annual return | -5.79% | -2.87%-2.9pp | 650.59%-656.4pp | 244.93%-250.7pp |
| Employer contribution / active EE | $730 | $436+67.4% | $1,088-32.9% | $2,078-64.9% |
| Participant deferral / active EE | $546 | $929-41.2% | $1,874-70.9% | $3,356-83.7% |
| Admin fee / account holder | $0 | $118-100.0% | $3,082-100.0% | $115-100.0% |