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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP10+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 11 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Actuarial | $37,927 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $300 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 55 · EIN 26-4310844 4801 N BUTLER · FARMINGTON, NM 87401 | Other Commissions | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,217 | $79,779-62.1% | $153,741-80.3% | $74,478-59.4% |
| Participation rate | 41.4% | 69.9%-28.5pp | 77.1%-35.7pp | 67.2%-25.8pp |
| Annual return | 8.21% | 15.08%-6.9pp | 15.71%-7.5pp | 1370.56%-1362.4pp |
| Employer contribution / active EE | $781 | $4,026-80.6% | $5,042-84.5% | $2,626-70.3% |
| Participant deferral / active EE | $1,491 | $5,329-72.0% | $6,757-77.9% | $4,350-65.7% |
| Admin fee / account holder | $369 | $1,761-79.0% | $12,749-97.1% | $1,946-81.0% |