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| Provider | Service type | Compensation |
|---|---|---|
PENSYS, INC.4+ years Service code 13 · EIN 68-0348235 | Contract Administrator | $25,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,042 | $43,504+118.5% | $68,612+38.5% | $56,287+68.9% |
| Participation rate | 65.0% | 67.8%-2.8pp | 72.2%-7.2pp | 69.9%-4.9pp |
| Annual return | -6.74% | -3.15%-3.6pp | -4.63%-2.1pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,788 | $1,525+17.2% | $2,625-31.9% | $2,111-15.3% |
| Participant deferral / active EE | $2,820 | $2,509+12.4% | $3,311-14.8% | $3,350-15.8% |
| Admin fee / account holder | $182 | $515-64.7% | $5,131-96.5% | $521-65.1% |