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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,633 |
Filed as: PENSION PLAN SPECIALISTS PC Service code 13 · EIN 26-1570786 | Contract Administrator | $5,140 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,333 | $81,358-89.8% | $155,556-94.6% | $80,959-89.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.31% | 33.39%-23.1pp | 64.84%-54.5pp | 35.67%-25.4pp |
| Employer contribution / active EE | $4,841 | $3,106+55.8% | $4,675+3.5% | $2,757+75.6% |
| Participant deferral / active EE | $3,222 | $3,455-6.7% | $5,631-42.8% | $4,300-25.1% |
| Admin fee / account holder | $173 | $7,994-97.8% | $15,885-98.9% | $6,925-97.5% |