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| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA7+ years Service code 10 · EIN 31-1360674 | Accounting | $36,122 |
PCA INVESTMENT ADVISORY SERVICES7+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $28,233 |
RUDLER, PSC6 years Filed as: RUDLER PSC Service code 10 · EIN 31-1048275 | Accounting | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,094 | $77,677-26.5% | $109,173-47.7% | $79,391-28.1% |
| Participation rate | 81.7% | 67.8%+13.8pp | 75.9%+5.8pp | 70.7%+10.9pp |
| Annual return | 11.24% | 23.44%-12.2pp | 25.75%-14.5pp | 116.88%-105.6pp |
| Employer contribution / active EE | $10,345 | $2,798+269.7% | $3,723+177.9% | $2,428+326.1% |
| Participant deferral / active EE | $2,624 | $3,517-25.4% | $4,654-43.6% | $4,046-35.1% |
| Admin fee / account holder | $288 | $732-60.7% | $6,755-95.7% | $627-54.0% |