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| Provider | Service type | Compensation |
|---|---|---|
PFG1+ years Service code 15 · EIN 42-0127290 | Recordkeeping | $11,950 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $9,863 | $57,108-82.7% | $94,229-89.5% | $52,331-81.2% |
| Participation rate | 99.5% | 72.9%+26.6pp | 78.8%+20.7pp | 68.1%+31.4pp |
| Annual return | -3.34% | 1.47%-4.8pp | 10.68%-14.0pp | 4.54%-7.9pp |
| Employer contribution / active EE | $847 | $1,735-51.2% | $3,587-76.4% | $1,882-55.0% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $69 | $546-87.3% | $6,269-98.9% | $592-88.3% |