Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSERV PLAN SERVICES, INC.4+ years Service code 15 · EIN 20-1916735 | Recordkeeping | $3,405 |
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 | $138,834 | $77,816+78.4% | $123,552+12.4% | $64,173+116.3% |
| Participation rate | 87.3% | 74.7%+12.6pp | 82.3%+5.0pp | 69.6%+17.7pp |
| Annual return | -4.46% | 12.49%-16.9pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,193 | $3,014-27.3% | $4,628-52.6% | $2,381-7.9% |
| Participant deferral / active EE | $9,528 | $5,240+81.8% | $6,426+48.3% | $3,470+174.6% |
| Admin fee / account holder | $32 | $5,519-99.4% | $9,285-99.7% | $4,887-99.3% |