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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP2 years Service code 28 · EIN 71-1036677 | Investment Management | $19,000 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $13,650 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,253 | $99,957+55.3% | $149,696+3.7% | $73,488+111.3% |
| Participation rate | 94.0% | 75.7%+18.3pp | 82.5%+11.5pp | 70.7%+23.3pp |
| Annual return | 12.86% | 53.87%-41.0pp | 276.60%-263.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $6,208 | $3,191+94.5% | $4,644+33.7% | $2,270+173.4% |
| Participant deferral / active EE | $7,396 | $6,073+21.8% | $6,842+8.1% | $3,740+97.8% |
| Admin fee / account holder | $62 | $551-88.8% | $9,309-99.3% | $513-88.0% |