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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,595 |
R.J.L. PENSION SERVICES, INC.6+ years Service code 15 · EIN 59-3033722 | Recordkeeping | $6,247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $22,169 | $58,879-62.3% | $178,490-87.6% | $73,488-69.8% |
| Participation rate | 46.7% | 66.2%-19.5pp | 81.9%-35.2pp | 70.7%-23.9pp |
| Annual return | 9.75% | 24.86%-15.1pp | 151.07%-141.3pp | 28.51%-18.8pp |
| Employer contribution / active EE | $685 | $2,236-69.4% | $5,011-86.3% | $2,270-69.8% |
| Participant deferral / active EE | $1,265 | $2,567-50.7% | $5,202-75.7% | $3,740-66.2% |
| Admin fee / account holder | $58 | $400-85.6% | $13,984-99.6% | $513-88.8% |