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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 87110 | Participant loan processing; Other fe... | $750 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $16 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,545 | $168,632-22.0% | $147,614-10.9% | $125,391+4.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.57% | 77.65%-78.2pp | 61.98%-62.5pp | 282.22%-282.8pp |
| Employer contribution / active EE | $7,950 | $6,252+27.2% | $5,564+42.9% | $4,866+63.4% |
| Participant deferral / active EE | $17,426 | $5,507+216.4% | $4,895+256.0% | $5,352+225.6% |
| Admin fee / account holder | $583 | $13,580-95.7% | $11,611-95.0% | $9,540-93.9% |