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| Provider | Service type | Compensation |
|---|---|---|
PENSION STRATEGIES, LLC2+ years Service code 11 · EIN 20-0333992 2141 EAST HIGHLAND AVENUE, #180 · PHOENIX, AZ 85016 | Actuarial | $1,985 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $64,597 | $52,884+22.1% | $84,753-23.8% | $55,167+17.1% |
| Participation rate | 59.2% | 67.5%-8.3pp | 76.6%-17.4pp | 69.0%-9.8pp |
| Annual return | 6.57% | 18.03%-11.5pp | 22.78%-16.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $703 | $2,233-68.5% | $3,574-80.3% | $1,963-64.2% |
| Participant deferral / active EE | $2,128 | $2,644-19.5% | $3,712-42.7% | $3,054-30.3% |
| Admin fee / account holder | $26 | $581-95.5% | $5,333-99.5% | $504-94.9% |