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| Provider | Service type | Compensation |
|---|---|---|
PENSION STRATEGIES, LLC1 year Filed as: PENSION STRATEGIES, INC. Service code 14 · EIN 20-5397720 | Plan Administrator | $14,934 |
Filed as: PRICE KONG & CO., CPA'S Service code 10 · EIN 86-0683059 5300 N. CENTRAL AVE #200 · PHOENIX, AZ 85012 | Accounting | $7,000 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $250 |
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.
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 | $3,088 | $63,346-95.1% | $92,240-96.7% | $70,126-95.6% |
| Participation rate | 96.6% | 68.7%+27.9pp | 76.5%+20.1pp | 69.5%+27.1pp |
| Annual return | 14.49% | 530.19%-515.7pp | 176.29%-161.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $822 | $2,471-66.7% | $3,680-77.7% | $2,343-64.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $153 | $3,841-96.0% | $5,194-97.1% | $4,645-96.7% |