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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP4+ years Filed as: PFE GROUP Service code 10 · EIN 71-1036677 | Accounting | $91,386 |
THE PFE GROUP1 year Filed as: PFE Service code 10 · EIN 71-1036677 | Accounting | $25,555 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$114,443 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,045 | $88,874+8.1% | $123,553-22.3% | $75,289+27.6% |
| Participation rate | 96.1% | 75.9%+20.2pp | 82.3%+13.8pp | 72.4%+23.6pp |
| Annual return | -6.18% | 4.22%-10.4pp | 119.21%-125.4pp | -0.04%-6.1pp |
| Employer contribution / active EE | $3,676 | $3,256+12.9% | $4,628-20.6% | $2,405+52.8% |
| Participant deferral / active EE | $11,156 | $6,174+80.7% | $6,426+73.6% | $3,739+198.4% |
| Admin fee / account holder | $74 | $95-22.2% | $9,284-99.2% | $102-28.1% |