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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA5+ years Service code 10 · EIN 31-1360674 | Accounting | $50,144 |
RUDLER, PSC4 years Filed as: RUDLER PSC Service code 10 · EIN 31-1048275 | Accounting | $7,200 |
PCA INVESTMENT ADVISORY SERVICES5+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $3,943 |
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 | $53,663 | $63,114-15.0% | $92,915-42.2% | $65,186-17.7% |
| Participation rate | 92.6% | 68.8%+23.8pp | 76.0%+16.6pp | 70.2%+22.4pp |
| Annual return | 18.38% | 28.75%-10.4pp | 109.45%-91.1pp | 29.39%-11.0pp |
| Employer contribution / active EE | $6,554 | $2,571+155.0% | $3,653+79.4% | $2,177+201.1% |
| Participant deferral / active EE | $2,908 | $3,108-6.4% | $4,238-31.4% | $3,514-17.2% |
| Admin fee / account holder | $100 | $624-83.9% | $5,796-98.3% | $847-88.1% |