Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSION STRATEGIES, LLC2+ years Service code 14 · EIN 20-0333992 2141 E. HIGHLAND AVE., STE 180 · PHOENIX, AZ 85016 | Plan Administrator | $12,620 |
Filed as: PRICE KONG & CO., CPA'S PA Service code 10 · EIN 86-0683059 5300 N CENTRAL AVE #200 · PHOENIX, AZ 85012 | Accounting | $10,000 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $3,308 | $56,894-94.2% | $84,753-96.1% | $62,881-94.7% |
| Participation rate | 98.6% | 68.5%+30.0pp | 76.6%+22.0pp | 69.3%+29.2pp |
| Annual return | 2.00% | 6.30%-4.3pp | 22.78%-20.8pp | 20.14%-18.1pp |
| Employer contribution / active EE | $500 | $2,400-79.2% | $3,574-86.0% | $2,281-78.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $175 | $3,581-95.1% | $5,333-96.7% | $4,296-95.9% |