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| Provider | Service type | Compensation |
|---|---|---|
BENSLER, LLC3 years Service code 99 · EIN 71-1004774 | Other Fees | $28,476 |
PENSION ASSURANCE LLP4 years Filed as: PENSION DESIGN & ADMIN., INC. Service code 49 | Other Services | $6,153 |
PENSION ASSURANCE LLP4 years Filed as: PENSION DESIGN & ADMIN., INC Service code 49 · EIN 91-1418265 | Other Services | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,758 | $29,525+129.5% | $56,033+20.9% | $77,736-12.8% |
| Participation rate | 21.9% | 32.7%-10.8pp | 52.5%-30.6pp | 70.6%-48.7pp |
| Annual return | 15.22% | 18.90%-3.7pp | 1711.38%-1696.2pp | 31.26%-16.0pp |
| Employer contribution / active EE | $397 | $569-30.2% | $1,041-61.8% | $2,728-85.4% |
| Participant deferral / active EE | $1,003 | $1,062-5.6% | $1,954-48.7% | $4,651-78.4% |
| Admin fee / account holder | $525 | $1,040-49.5% | $2,827-81.4% | $433+21.2% |