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| Provider | Service type | Compensation |
|---|---|---|
PFG ADVISORS, LLC1+ years Service code 26 · EIN 47-2483769 | Advisory (Participants) | $3,320 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,179 | $26,137-91.7% | $58,561-96.3% | $74,460-97.1% |
| Participation rate | 66.3% | 32.2%+34.1pp | 50.9%+15.4pp | 70.7%-4.5pp |
| Annual return | 0.00% | 32.53%-32.5pp | 4251.33%-4251.3pp | 34.38%-34.4pp |
| Employer contribution / active EE | $253 | $537-52.8% | $1,053-76.0% | $2,638-90.4% |
| Participant deferral / active EE | $1,568 | $1,076+45.8% | $1,923-18.5% | $4,530-65.4% |
| Admin fee / account holder | $21 | $648-96.7% | $2,520-99.2% | $348-93.9% |