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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Other fees; Participant loan processi... | $19,487 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $386 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,145 | $76,696-38.5% | $96,515-51.2% | $71,511-34.1% |
| Participation rate | 48.4% | 66.6%-18.1pp | 74.3%-25.9pp | 67.9%-19.5pp |
| Annual return | 16.55% | 48.32%-31.8pp | 35.73%-19.2pp | 28.86%-12.3pp |
| Employer contribution / active EE | $1,551 | $3,032-48.8% | $3,740-58.5% | $2,589-40.1% |
| Participant deferral / active EE | $2,263 | $3,770-40.0% | $4,880-53.6% | $4,291-47.3% |
| Admin fee / account holder | $407 | $2,030-80.0% | $6,735-94.0% | $1,588-74.4% |