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| 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 | $48,284-85.4% | $67,524-89.6% | $80,911-91.3% |
| Participation rate | 17.9% | 66.4%-48.5pp | 72.9%-55.0pp | 67.6%-49.8pp |
| Annual return | 12.72% | 18.27%-5.5pp | 3519.41%-3506.7pp | 35.63%-22.9pp |
| Employer contribution / active EE | $655 | $2,021-67.6% | $2,734-76.0% | $2,756-76.2% |
| Participant deferral / active EE | $725 | $2,927-75.2% | $4,001-81.9% | $4,297-83.1% |
| Admin fee / account holder | $151 | $3,688-95.9% | $4,001-96.2% | $6,935-97.8% |