Filed January 8, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP1+ years Filed as: PFE GROUP Service code 16 · EIN 71-1036677 | Consulting | $77,118 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON, LLP Service code 99 · EIN 36-6055558 | Other Fees | $29,400 |
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 | $52,721 | $32,913+60.2% | $80,004-34.1% | $59,188-10.9% |
| Participation rate | 76.1% | 56.9%+19.2pp | 73.0%+3.1pp | 69.4%+6.6pp |
| Annual return | 0.40% | 1.16%-0.8pp | 7.63%-7.2pp | 5.51%-5.1pp |
| Employer contribution / active EE | $1,132 | $789+43.5% | $2,473-54.2% | $2,098-46.1% |
| Participant deferral / active EE | $3,156 | $1,686+87.2% | $3,204-1.5% | $3,265-3.3% |
| Admin fee / account holder | $41 | $40+1.3% | $5,033-99.2% | $92-56.0% |