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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2 years Filed as: THE PENSION STUDIO, LLC Service code 13 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $1,380 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,052 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,139 | $45,825-19.0% | $90,657-59.0% | $56,287-34.0% |
| Participation rate | 73.9% | 66.7%+7.2pp | 74.0%-0.2pp | 69.9%+4.0pp |
| Annual return | -5.96% | 38.64%-44.6pp | 1.89%-7.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,427 | $1,372+4.0% | $2,532-43.6% | $2,111-32.4% |
| Participant deferral / active EE | $3,929 | $2,562+53.3% | $3,424+14.7% | $3,350+17.3% |
| Admin fee / account holder | $137 | $413-66.8% | $4,994-97.3% | $521-73.7% |