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| Provider | Service type | Compensation |
|---|---|---|
PFS INVESTMENTS1+ years Filed as: PFS INVESTMENTS INC. Service code 55 | Other Commissions | $32,227 |
Filed as: RESOURCES INVESTMENT ADVISORS, L Service code 99 · EIN 11-1000111 | Other Fees | $12,400 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY OUTSOURCING LLC Service code 99 · EIN 47-2079321 | Other Fees | $3,380 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $150 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $150 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION SERVICES, LLC Service code 49 2454 N MCMULLEN BOOTH RD · CLEARWATER, FL 33759 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 99 43 UNION ST S · CONCORD, NC 28025 | Other Fees | $0 |
Filed as: NYLIFE SECURITIES LLC Service code 55 51 MADISON AVE RM 251 · NEW YORK, NY 10010 | Other Commissions | $0 |
PFS INVESTMENTS1+ years Filed as: PFS INVESTMENTS INC Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
SECURITIES RESEARCH INC1+ years Service code 55 3055 CARDINAL DR · VERO BEACH, FL 32963 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,214 | $86,897-67.5% | $151,634-81.4% | $64,829-56.5% |
| Participation rate | 70.5% | 87.3%-16.8pp | 87.5%-17.0pp | 71.5%-1.0pp |
| Annual return | 0.00% | -3.57%+3.6pp | 3.32%-3.3pp | 32.85%-32.8pp |
| Employer contribution / active EE | $1,021 | $4,010-74.5% | $6,165-83.4% | $2,507-59.3% |
| Participant deferral / active EE | $3,144 | $6,690-53.0% | $8,363-62.4% | $4,312-27.1% |
| Admin fee / account holder | $2,716 | $153+1675.8% | $11,614-76.6% | $188+1345.9% |