Filed January 26, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $29,439 |
PFS INVESTMENTS1 year Filed as: PRIMERICA FINANCIAL SERVICES INS. M Service code 55 1 PRIMERICA PKWY · DULUTH, GA 30099 | Other Commissions | $18,041 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,365 | $79,171-59.1% | $102,423-68.4% | $74,495-56.6% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 18.70% | 54.93%-36.2pp | 29.32%-10.6pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $2,417 | $2,362+2.3% | $3,023-20.1% | $2,623-7.9% |
| Participant deferral / active EE | $3,643 | $4,415-17.5% | $5,053-27.9% | $4,346-16.2% |
| Admin fee / account holder | $170 | $2,001-91.5% | $9,451-98.2% | $1,942-91.2% |