Filed February 2, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $60,657 |
PFS INVESTMENTS1 year Filed as: PFS INVESTMENTS INC. Service code 55 | Other Commissions | $39,986 |
PFS INVESTMENTS1 year Filed as: PFS INVESTMENTS INC Service code 55 1 PRIMERICA PKWY · DULUTH, GA 30099 | Other Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,258 | $50,919-9.2% | $155,556-70.3% | $77,762-40.5% |
| Participation rate | 99.6% | 63.1%+36.5pp | 78.2%+21.4pp | 70.6%+29.0pp |
| Annual return | 14.42% | 34.84%-20.4pp | 64.84%-50.4pp | 31.27%-16.9pp |
| Employer contribution / active EE | $1,937 | $1,991-2.7% | $4,675-58.6% | $2,728-29.0% |
| Participant deferral / active EE | $3,485 | $2,824+23.4% | $5,631-38.1% | $4,651-25.1% |
| Admin fee / account holder | $143 | $437-67.3% | $15,885-99.1% | $433-67.0% |