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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE INC. Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $21,352 |
TPS GROUP 3(16) SERVICES, LLC1+ years Service code 14 · EIN 82-3348747 127 WASHINGTON AVE · NORTH HAVEN, CT 06473 | Plan Administrator | $11,837 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,126 |
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.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,459 | $52,293-95.3% | $178,503-98.6% | $73,412-96.7% |
| Participation rate | 34.8% | 65.3%-30.6pp | 81.9%-47.2pp | 72.2%-37.4pp |
| Annual return | -40.59% | 34.75%-75.3pp | 151.12%-191.7pp | 59.30%-99.9pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $647 | $2,333-72.3% | $5,202-87.6% | $3,806-83.0% |
| Admin fee / account holder | $72 | $127-43.1% | $13,987-99.5% | $158-54.1% |