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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $5,305 |
POLYCOMP ADMINISTRATIVE SERVICES2+ years Filed as: POLYCOMP ADMINISTRATIVE SVCS., INC Service code 17 · EIN 95-2889854 | Pension Consulting | $2,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $42,288 | $52,884-20.0% | $84,753-50.1% | $55,167-23.3% |
| Participation rate | 42.2% | 67.5%-25.4pp | 76.6%-34.4pp | 69.0%-26.8pp |
| Annual return | 4.56% | 18.03%-13.5pp | 22.78%-18.2pp | 169.23%-164.7pp |
| Employer contribution / active EE | $383 | $2,233-82.8% | $3,574-89.3% | $1,963-80.5% |
| Participant deferral / active EE | $2,060 | $2,644-22.1% | $3,712-44.5% | $3,054-32.6% |
| Admin fee / account holder | $73 | $581-87.4% | $5,333-98.6% | $504-85.4% |