Filed January 8, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP2+ years Filed as: PFE GROUP Service code 16 · EIN 71-1036677 | Consulting | $76,922 |
BLUM SHAPIRO1 year Filed as: BLUM SHAPIRO & CO P.C Service code 10 · EIN 06-1009205 | Accounting | $25,000 |
SPIRE1 year Service code 49 65 BAY STREET · BOSTON, MA 02125 | Other Services | $9,029 |
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 | $54,064 | $35,600+51.9% | $87,502-38.2% | $63,975-15.5% |
| Participation rate | 79.0% | 56.1%+22.9pp | 73.8%+5.2pp | 71.1%+7.9pp |
| Annual return | 5.61% | 17.86%-12.2pp | 12.21%-6.6pp | 48.65%-43.0pp |
| Employer contribution / active EE | $1,129 | $854+32.2% | $2,550-55.7% | $2,182-48.3% |
| Participant deferral / active EE | $3,316 | $1,660+99.8% | $3,149+5.3% | $3,356-1.2% |
| Admin fee / account holder | $19 | $51-63.2% | $4,221-99.6% | $70-73.5% |