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| Provider | Service type | Compensation |
|---|---|---|
PSA FINANCIAL ADVISORS, INC1+ years Service code 28 · EIN 52-1569934 | Investment Management | $35,000 |
THE PFE GROUP1+ years Service code 28 · EIN 71-1036677 | Investment Management | $18,460 |
BENEFIT AUDIT GROUP, LLC1+ years Service code 10 · EIN 21-9987163 | Accounting | $10,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,422 | $67,166+68.9% | $57,356+97.8% | $55,191+105.5% |
| Participation rate | 98.6% | 77.7%+20.9pp | 75.1%+23.5pp | 69.2%+29.5pp |
| Annual return | 0.85% | 4.22%-3.4pp | 24.41%-23.6pp | 10.78%-9.9pp |
| Employer contribution / active EE | $4,205 | $2,812+49.5% | $2,689+56.4% | $1,899+121.5% |
| Participant deferral / active EE | $6,265 | $2,835+121.0% | $3,162+98.2% | $3,046+105.7% |
| Admin fee / account holder | $112 | $44+157.0% | $3,357-96.7% | $91+23.3% |