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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SERVICE INC. Service code 15 · EIN 16-1613026 270 NORTHPOINTE PKWY · AMHERST, NY 142281897 | Recordkeeping | $32,050 |
EFPR GROUP, CPAS, PLLC1 year Filed as: EFPR GROUP CPAS PLLC Service code 10 6390 MAIN ST SUITE 200 · WILLIAMSVILLE, NY 14221 | Accounting | $13,000 |
TPS GROUP 3(16) SERVICES, LLC2+ years Service code 14 · EIN 82-3348747 127 WASHINGTON AVE · NORTH HAVEN, CT 06473 | Plan Administrator | $8,733 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,000 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $2,972 | $56,511-94.7% | $185,837-98.4% | $86,813-96.6% |
| Participation rate | 52.6% | 65.5%-12.9pp | 81.7%-29.1pp | 72.3%-19.7pp |
| Annual return | 12.91% | 118.12%-105.2pp | 122.08%-109.2pp | 97.93%-85.0pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $644 | $2,554-74.8% | $5,568-88.4% | $4,131-84.4% |
| Admin fee / account holder | $140 | $150-6.2% | $16,241-99.1% | $170-17.3% |