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| Provider | Service type | Compensation |
|---|---|---|
PENSION DYNAMICS COMPANY LLC1+ years Service code 15 · EIN 94-2692944 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Recordkeeping | $88,337 |
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,839 | $72,770-71.4% | $67,653-69.2% | $55,191-62.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | -0.01% | -3.26%+3.3pp | 6625.22%-6625.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,159 | $1,769-34.5% | $2,266-48.8% | $1,899-39.0% |
| Participant deferral / active EE | $1,178 | $3,408-65.4% | $3,560-66.9% | $3,046-61.3% |
| Admin fee / account holder | $264 | $79+234.6% | $4,821-94.5% | $91+190.5% |