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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2 years Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $0 |
POLYCOMP ADMINISTRATIVE SERVICES3+ years Filed as: POLYCOMP ADMINISTRATIVE SVCS., INC Service code 17 · EIN 95-2889854 | Pension Consulting | $0 |
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.
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 | $43,131 | $58,726-26.6% | $92,240-53.2% | $62,293-30.8% |
| Participation rate | 51.9% | 68.3%-16.4pp | 76.5%-24.6pp | 69.5%-17.6pp |
| Annual return | 13.26% | 43.62%-30.4pp | 176.29%-163.0pp | 28.90%-15.6pp |
| Employer contribution / active EE | $428 | $2,392-82.1% | $3,680-88.4% | $2,042-79.1% |
| Participant deferral / active EE | $2,111 | $2,766-23.7% | $3,897-45.8% | $3,169-33.4% |
| Admin fee / account holder | $50 | $556-91.0% | $5,194-99.0% | $479-89.6% |