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| Provider | Service type | Compensation |
|---|---|---|
PFG ADVISORS, LLC3 years Service code 26 · EIN 47-2483769 3200 N. CENTRAL AVE. · PHOENIX, AZ 85012 | Advisory (Participants) | $16,026 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,566 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,965 | $67,984-66.2% | $65,493-64.9% | $74,304-69.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 11.19% | 19.87%-8.7pp | 982.45%-971.3pp | 29.43%-18.2pp |
| Employer contribution / active EE | $1,853 | $2,491-25.6% | $2,574-28.0% | $2,241-17.3% |
| Participant deferral / active EE | $1,932 | $3,346-42.3% | $3,961-51.2% | $3,767-48.7% |
| Admin fee / account holder | $296 | $1,373-78.4% | $5,028-94.1% | $2,969-90.0% |