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| Provider | Service type | Compensation |
|---|---|---|
PENSERV PLAN SERVICES, INC.6+ years Service code 15 · EIN 20-1916735 | Recordkeeping | $2,651 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,912 | $98,760+68.0% | $149,715+10.8% | $79,858+107.8% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 12.93% | 27.43%-14.5pp | 276.66%-263.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $3,595 | $3,217+11.7% | $4,645-22.6% | $2,471+45.5% |
| Participant deferral / active EE | $12,253 | $5,681+115.7% | $6,842+79.1% | $3,740+227.6% |
| Admin fee / account holder | $25 | $6,053-99.6% | $9,310-99.7% | $5,306-99.5% |