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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA6+ years Service code 10 · EIN 31-1360674 | Accounting | $31,368 |
PCA INVESTMENT ADVISORY SERVICES6+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $20,098 |
RUDLER, PSC5 years Filed as: RUDLER PSC Service code 10 · EIN 31-1048275 | Accounting | $9,000 |
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 | $57,245 | $69,383-17.5% | $101,275-43.5% | $73,497-22.1% |
| Participation rate | 76.7% | 68.4%+8.3pp | 75.8%+0.9pp | 70.7%+6.0pp |
| Annual return | 15.00% | 18.46%-3.5pp | 46.48%-31.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $6,360 | $2,628+142.0% | $3,660+73.8% | $2,270+180.1% |
| Participant deferral / active EE | $2,545 | $3,301-22.9% | $4,371-41.8% | $3,740-31.9% |
| Admin fee / account holder | $225 | $704-68.0% | $5,948-96.2% | $513-56.1% |