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| Provider | Service type | Compensation |
|---|---|---|
PENSION PLAN SPECIALISTS, PC2 years Service code 13 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $15,213 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,472 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,620 | $136,307-77.5% | $177,848-82.8% | $73,497-58.3% |
| Participation rate | 74.7% | 86.1%-11.4pp | 87.7%-13.0pp | 70.7%+4.0pp |
| Annual return | 12.82% | 18.68%-5.9pp | 48.33%-35.5pp | 28.51%-15.7pp |
| Employer contribution / active EE | $893 | $3,712-76.0% | $5,919-84.9% | $2,270-60.7% |
| Participant deferral / active EE | $3,084 | $5,829-47.1% | $7,714-60.0% | $3,740-17.5% |
| Admin fee / account holder | $236 | $596-60.3% | $12,431-98.1% | $513-53.9% |