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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $37,054 |
PENSION ASSURANCE LLP3 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 15 · EIN 33-0499726 | Recordkeeping | $775 |
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 | $138,885 | $60,795+128.4% | $69,483+99.9% | $65,186+113.1% |
| Participation rate | 98.9% | 74.9%+24.0pp | 74.6%+24.3pp | 70.2%+28.7pp |
| Annual return | 24.21% | 17.46%+6.8pp | 28.99%-4.8pp | 29.39%-5.2pp |
| Employer contribution / active EE | $7,314 | $2,452+198.3% | $2,780+163.1% | $2,177+236.0% |
| Participant deferral / active EE | $8,487 | $3,162+168.4% | $3,537+140.0% | $3,514+141.5% |
| Admin fee / account holder | $190 | $314-39.4% | $3,841-95.1% | $847-77.6% |