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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE, SUITE 100 · ALBUQUERQUE, NM 87110 | Other fees; Participant loan processi... | $3,000 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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 | $30,315 | $63,114-52.0% | $92,915-67.4% | $65,186-53.5% |
| Participation rate | 85.7% | 68.8%+16.9pp | 76.0%+9.7pp | 70.2%+15.5pp |
| Annual return | 18.55% | 28.75%-10.2pp | 109.45%-90.9pp | 29.39%-10.8pp |
| Employer contribution / active EE | $3,131 | $2,571+21.8% | $3,653-14.3% | $2,177+43.9% |
| Participant deferral / active EE | $4,867 | $3,108+56.6% | $4,238+14.8% | $3,514+38.5% |
| Admin fee / account holder | $31 | $624-95.1% | $5,796-99.5% | $847-96.4% |