Filed October 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP2 years Filed as: PFE ADVISORS LLC Service code 27 · EIN 71-1036677 | Advisory (Plan) | $20,420 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,660 |
COULTER & JUSTUS4 years Filed as: COULTER & JUSTUS, P.C. Service code 10 · EIN 62-1532536 | Accounting | $10,082 |
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 | $47,497 | $65,378-27.3% | $87,103-45.5% | $65,186-27.1% |
| Participation rate | 89.6% | 75.3%+14.3pp | 76.9%+12.7pp | 70.2%+19.4pp |
| Annual return | 19.77% | 31.28%-11.5pp | 28.19%-8.4pp | 29.39%-9.6pp |
| Employer contribution / active EE | $1,065 | $1,823-41.6% | $2,521-57.8% | $2,177-51.1% |
| Participant deferral / active EE | $3,742 | $3,389+10.4% | $4,049-7.6% | $3,514+6.5% |
| Admin fee / account holder | $352 | $520-32.2% | $7,491-95.3% | $847-58.4% |