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| Provider | Service type | Compensation |
|---|---|---|
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS Service code 17 · EIN 26-1570786 | Pension Consulting | $6,307 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,371 | $111,830-0.4% | $93,696+18.9% | $145,884-23.7% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 84.46% | 204.08%-119.6pp | 133.74%-49.3pp | 551.85%-467.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $27 | $10,249-99.7% | $8,287-99.7% | $13,392-99.8% |