Filed October 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP2 years Service code 27 · EIN 71-1036677 153 CORDAVILLE ROAD · SOUTHBOROUGH, MA 01772 | Advisory (Plan) | $20,140 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,864 |
COULTER & JUSTUS2 years Filed as: COULTER & JUSTUS, P.C. Service code 10 · EIN 62-1532536 | Accounting | $9,682 |
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.)
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 | $53,346 | $83,681-36.3% | $82,312-35.2% | - |
| Participation rate | 87.9% | 75.1%+12.8pp | 76.9%+11.0pp | - |
| Annual return | 14.14% | 13.76%+0.4pp | 25.88%-11.7pp | - |
| Employer contribution / active EE | $861 | $1,471-41.4% | $2,428-64.5% | - |
| Participant deferral / active EE | $3,302 | $2,851+15.8% | $3,706-10.9% | - |
| Admin fee / account holder | $380 | $3,032-87.5% | $5,608-93.2% | - |