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| Provider | Service type | Compensation |
|---|---|---|
Filed as: P&A RETIREMENT PLAN SERVICES Service code 13 · EIN 16-1533601 | Contract Administrator | $12,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,812 | $45,123+63.6% | $85,240-13.4% | $74,478-0.9% |
| Participation rate | 17.1% | 49.4%-32.3pp | 67.5%-50.4pp | 67.2%-50.1pp |
| Annual return | 14.17% | 26.32%-12.1pp | 66.75%-52.6pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,839 | $2,736+3.8% | $4,527-37.3% | $4,350-34.7% |
| Admin fee / account holder | $258 | $2,215-88.4% | $6,165-95.8% | $1,946-86.8% |