Filed October 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP1 year Filed as: PFE ADVISORS LLC Service code 27 · EIN 71-1036677 | Advisory (Plan) | $20,420 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,447 |
COULTER & JUSTUS3 years Filed as: COULTER & JUSTUS, P.C. Service code 70 · EIN 62-1532536 | Consulting Fees | $9,961 |
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 | $52,898 | $59,191-10.6% | $76,767-31.1% | $56,289-6.0% |
| Participation rate | 92.0% | 75.2%+16.8pp | 77.0%+15.0pp | 69.9%+22.1pp |
| Annual return | -5.75% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $998 | $1,759-43.2% | $2,485-59.8% | $2,111-52.7% |
| Participant deferral / active EE | $4,278 | $3,255+31.4% | $3,852+11.1% | $3,350+27.7% |
| Admin fee / account holder | $395 | $489-19.2% | $6,675-94.1% | $521-24.2% |