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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP1 year Service code 27 · EIN 71-1036677 | Advisory (Plan) | $10,266 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $25 |
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 | $64,123 | $46,697+37.3% | $117,529-45.4% | $68,490-6.4% |
| Participation rate | 90.6% | 56.8%+33.8pp | 70.6%+20.0pp | 67.9%+22.7pp |
| Annual return | -13.67% | -14.52%+0.8pp | 29.77%-43.4pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,340 | $1,506-11.0% | $4,179-67.9% | $2,597-48.4% |
| Participant deferral / active EE | $2,031 | $2,637-23.0% | $4,072-50.1% | $4,028-49.6% |
| Admin fee / account holder | $63 | $4,023-98.4% | $5,645-98.9% | $5,403-98.8% |