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| Provider | Service type | Compensation |
|---|---|---|
PENSIONS PLUS, INC.6+ years Service code 13 · EIN 87-0552653 | Contract Administrator | $5,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,895 | $81,494-20.4% | $133,978-51.6% | $73,497-11.7% |
| Participation rate | 98.3% | 76.4%+21.9pp | 79.8%+18.5pp | 70.7%+27.6pp |
| Annual return | 13.81% | 19.40%-5.6pp | 45.10%-31.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $5,252 | $2,210+137.7% | $3,919+34.0% | $2,270+131.4% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $24 | $713-96.7% | $8,930-99.7% | $513-95.4% |