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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $49,751 |
WINDHAM BRANNON1+ years Service code 10 · EIN 58-1763439 | Accounting | $23,690 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,718 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,128 | $75,183+50.5% | $123,894-8.7% | $55,167+105.1% |
| Participation rate | 76.3% | 72.8%+3.4pp | 81.4%-5.2pp | 69.0%+7.3pp |
| Annual return | 8.63% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $15,251 | $2,823+440.2% | $4,617+230.3% | $1,963+677.1% |
| Participant deferral / active EE | $25,938 | $5,084+410.1% | $5,984+333.4% | $3,054+749.3% |
| Admin fee / account holder | $132 | $663-80.1% | $8,357-98.4% | $504-73.8% |