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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP1 year Service code 28 · EIN 71-1036677 | Investment Management | $38,000 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $13,650 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $138,769 | $89,652+54.8% | $141,177-1.7% | $65,185+112.9% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.5%+12.6pp | 70.2%+24.9pp |
| Annual return | 16.89% | 32.79%-15.9pp | 71.40%-54.5pp | 29.38%-12.5pp |
| Employer contribution / active EE | $6,153 | $3,065+100.8% | $4,736+29.9% | $2,177+182.7% |
| Participant deferral / active EE | $6,658 | $5,691+17.0% | $6,710-0.8% | $3,514+89.5% |
| Admin fee / account holder | $95 | $569-83.4% | $10,263-99.1% | $847-88.8% |