Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSERV PLAN SERVICES, INC.3 years Filed as: PENSERV PLAN SERVICES Service code 15 · EIN 20-1916735 | Recordkeeping | $10,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,042 | $48,327-85.4% | $67,575-89.6% | $80,935-91.3% |
| Participation rate | 17.9% | 66.4%-48.6pp | 72.9%-55.1pp | 67.7%-49.8pp |
| Annual return | 12.72% | 18.31%-5.6pp | 3528.98%-3516.3pp | 35.66%-22.9pp |
| Employer contribution / active EE | $655 | $2,022-67.6% | $2,736-76.1% | $2,757-76.2% |
| Participant deferral / active EE | $725 | $2,927-75.2% | $4,003-81.9% | $4,299-83.1% |
| Admin fee / account holder | $151 | $3,692-95.9% | $3,993-96.2% | $6,924-97.8% |