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| Provider | Service type | Compensation |
|---|---|---|
PENSION STRATEGIES, LLC1 year Filed as: PENSION STRATEGIES, INC. Service code 11 · EIN 20-5397729 2141 EAST HIGHLAND AVENUE · PHOENIX, AZ 85016 | Actuarial | $31,100 |
WALLACE PLESE & DREHER, LLP2 years Filed as: WALLACE, PLESE, & DREHER, LLP Service code 10 · EIN 86-0841383 8665 EAST HARTFORD DRIVE · SCOTTSDALE, AZ 85255 | Accounting | $12,455 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 2.06% | 5.28%-3.2pp | 16.78%-14.7pp | 10.21%-8.2pp |
| Employer contribution / active EE | $0 | $35,590-100.0% | $26,328-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |