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| Provider | Service type | Compensation |
|---|---|---|
PENSION STRATEGIES, LLC1 year Filed as: PENSION STRATEGIES Service code 11 · EIN 20-0333992 2141 E HIGHLAND AVE, STE 180 · PHOENIX, AZ 85016 | Actuarial | $21,365 |
Filed as: WALLACE, PLESE, & DREHER, LLP Service code 10 · EIN 86-0841383 500 N JUNIPER DRIVE, SUITE 275 · SCOTTSDALE, AZ 85226 | Accounting | $11,230 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 2.48% | 16.85%-14.4pp | 5.44%-3.0pp | 11.88%-9.4pp |
| Employer contribution / active EE | $3,714 | $10,313-64.0% | $25,481-85.4% | $14,612-74.6% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |