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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA3+ years Service code 10 · EIN 31-1360674 | Accounting | $39,034 |
RUDLER, PSC2 years Filed as: RUDLER PSC Service code 10 · EIN 31-1048275 | Accounting | $13,700 |
PCA INVESTMENT ADVISORY SERVICES3+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $4,476 |
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 | $56,327 | $58,726-4.1% | $92,240-38.9% | $62,293-9.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.31% | 43.62%-28.3pp | 176.29%-161.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $10,082 | $2,392+321.5% | $3,680+174.0% | $2,042+393.7% |
| Participant deferral / active EE | $2,427 | $2,766-12.2% | $3,897-37.7% | $3,169-23.4% |
| Admin fee / account holder | $154 | $556-72.3% | $5,194-97.0% | $479-67.9% |