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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 | $44,984+64.1% | $85,009-13.2% | $74,546-1.0% |
| Participation rate | 17.1% | 49.4%-32.3pp | 67.5%-50.4pp | 67.2%-50.1pp |
| Annual return | 14.17% | 26.25%-12.1pp | 66.47%-52.3pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,839 | $2,733+3.9% | $4,522-37.2% | $4,347-34.7% |
| Admin fee / account holder | $258 | $2,208-88.3% | $6,153-95.8% | $1,944-86.7% |