Filed January 8, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $352,424 |
THE PFE GROUP2 years Service code 70 · EIN 71-1036677 | Consulting Fees | $75,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,025 | $41,409-63.7% | $94,993-84.2% | $80,976-81.4% |
| Participation rate | 52.3% | 46.1%+6.2pp | 73.9%-21.6pp | 68.3%-16.0pp |
| Annual return | 15.53% | 18.00%-2.5pp | 27.14%-11.6pp | 22.91%-7.4pp |
| Employer contribution / active EE | $289 | $698-58.5% | $2,603-88.9% | $2,402-88.0% |
| Participant deferral / active EE | $831 | $1,441-42.3% | $3,317-75.0% | $3,848-78.4% |
| Admin fee / account holder | $43 | $48-10.1% | $4,960-99.1% | $67-35.8% |