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| Provider | Service type | Compensation |
|---|---|---|
PFS INVESTMENTS1 year Filed as: PFS INVESTMENTS INC Service code 99 1 PRIMERICA PKWY · DULUTH, GA 30099 | Other Fees | $22,000 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $49,866 | $39,819+25.2% | $67,834-26.5% | $57,658-13.5% |
| Participation rate | 59.2% | 61.2%-2.0pp | 68.8%-9.6pp | 70.2%-11.0pp |
| Annual return | 5.71% | 9.19%-3.5pp | 138.47%-132.8pp | 5.13%+0.6pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,403-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,333 | $2,209+50.8% | $3,160+5.5% | $3,061+8.9% |
| Admin fee / account holder | $56 | $84-33.1% | $4,622-98.8% | $95-40.8% |