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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $805 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION STUDIO, LLC Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33401 | Recordkeeping | $670 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,897 | $73,102+1.1% | $123,553-40.2% | $56,289+31.3% |
| Participation rate | 77.5% | 74.3%+3.2pp | 82.3%-4.8pp | 69.9%+7.7pp |
| Annual return | -5.11% | 3.01%-8.1pp | 119.21%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $3,287 | $2,977+10.4% | $4,628-29.0% | $2,111+55.7% |
| Participant deferral / active EE | $6,056 | $5,423+11.7% | $6,426-5.7% | $3,350+80.8% |
| Admin fee / account holder | $394 | $554-28.8% | $9,284-95.8% | $521-24.4% |