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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $43,930 |
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFITS UNLIMITED, INC Service code 15 · EIN 33-0499726 | Recordkeeping | $925 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $167,260 | $65,322+156.1% | $70,494+137.3% | $73,497+127.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 18.08% | 15.71%+2.4pp | 109.16%-91.1pp | 28.51%-10.4pp |
| Employer contribution / active EE | $7,684 | $2,460+212.4% | $2,738+180.6% | $2,270+238.5% |
| Participant deferral / active EE | $9,369 | $3,375+177.6% | $3,711+152.5% | $3,740+150.5% |
| Admin fee / account holder | $219 | $214+2.2% | $3,848-94.3% | $513-57.4% |