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| Provider | Service type | Compensation |
|---|---|---|
PENSYS, INC.5+ years Service code 13 · EIN 68-0348235 | Contract Administrator | $20,086 |
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 | $101,860 | $50,666+101.0% | $76,823+32.6% | $65,185+56.3% |
| Participation rate | 63.2% | 68.8%-5.6pp | 72.1%-8.8pp | 70.2%-7.0pp |
| Annual return | 23.59% | 28.51%-4.9pp | 1166.42%-1142.8pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,776 | $1,575+12.8% | $2,302-22.9% | $2,177-18.4% |
| Participant deferral / active EE | $2,692 | $2,647+1.7% | $3,336-19.3% | $3,514-23.4% |
| Admin fee / account holder | $134 | $463-71.1% | $6,422-97.9% | $847-84.2% |