Filed October 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP1 year Service code 27 153 CORDAVILLE ROAD · SOUTHBOROUGH, MA 01772 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,299 |
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS, P.C. Service code 10 · EIN 62-1532536 | Accounting | $10,750 |
Filed as: PSA FINANCIAL ADVISORS INC Service code 27 11311 MCCORMICK RD · HUNT VALLEY, MD 21031 | Advisory (Plan) | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,112 | $60,165-26.7% | $74,184-40.5% | $55,167-20.0% |
| Participation rate | 83.8% | 74.2%+9.7pp | 76.6%+7.2pp | 69.0%+14.8pp |
| Annual return | 6.91% | 10.00%-3.1pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $753 | $1,600-52.9% | $2,370-68.2% | $1,963-61.6% |
| Participant deferral / active EE | $3,007 | $2,973+1.1% | $3,550-15.3% | $3,054-1.6% |
| Admin fee / account holder | $352 | $419-16.0% | $5,586-93.7% | $504-30.1% |