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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP6+ years Filed as: PENSION SERVICE COMPANY Service code 13 3060 MERCER UNIVERSITY DR. STE 200 · ATLANTA, GA 30341 | Contract Administrator | $3,750 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,565 | $29,369+174.3% | $77,513+3.9% | $73,412+9.7% |
| Participation rate | 12.2% | 37.9%-25.7pp | 54.2%-42.0pp | 72.2%-60.0pp |
| Annual return | 19.05% | 358.15%-339.1pp | 54.81%-35.8pp | 59.30%-40.2pp |
| Employer contribution / active EE | $828 | $406+104.0% | $987-16.1% | $2,234-62.9% |
| Participant deferral / active EE | $615 | $941-34.7% | $1,861-67.0% | $3,806-83.8% |
| Admin fee / account holder | $7 | $123-94.7% | $2,859-99.8% | $158-95.9% |