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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP1+ years Filed as: PFE GROUP Service code 15 · EIN 71-1036677 | Recordkeeping | $69,566 |
WOLF & COMPANY, P.C.1+ years Service code 16 · EIN 04-2689883 | Consulting | $12,580 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$149,115 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,629 | $86,791-2.5% | $115,038-26.4% | $59,188+43.0% |
| Participation rate | 93.3% | 72.8%+20.4pp | 81.4%+11.9pp | 69.4%+23.8pp |
| Annual return | 0.56% | 4.44%-3.9pp | 26.14%-25.6pp | 5.51%-4.9pp |
| Employer contribution / active EE | $3,127 | $2,950+6.0% | $4,608-32.1% | $2,098+49.1% |
| Participant deferral / active EE | $9,567 | $5,298+80.6% | $6,026+58.8% | $3,265+193.1% |
| Admin fee / account holder | -$44 | $95-146.3% | $8,175-100.5% | $92-147.7% |