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| Provider | Service type | Compensation |
|---|---|---|
PENSION INC.3+ years Filed as: THE PENSION COMPANY Service code 11 13155 NOEL ROAD, SUITE 2300 · DALLAS, TX 75240 | Actuarial | $66,155 |
PHILIP ARCHIBECK1 year Service code 27 · EIN 52-5847314 | Advisory (Plan) | $57,512 |
RICCI & COMPANY3+ years Service code 10 · EIN 20-5949532 | Accounting | $10,589 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 9.99% | 10.93%-0.9pp | 10.16%-0.2pp | 13.95%-4.0pp |
| Employer contribution / active EE | $9,364 | $10,209-8.3% | $33,192-71.8% | $16,598-43.6% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |