Filed October 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP3 years Filed as: PFE ADVISORS LLC Service code 27 · EIN 71-1036677 | Advisory (Plan) | $20,745 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,225 |
COULTER & JUSTUS1 year Filed as: COULTER JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $10,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,993 | $73,638-29.4% | $95,964-45.8% | $73,497-29.3% |
| Participation rate | 84.4% | 76.2%+8.2pp | 77.1%+7.3pp | 70.7%+13.7pp |
| Annual return | 22.34% | 16.78%+5.6pp | 91.64%-69.3pp | 28.51%-6.2pp |
| Employer contribution / active EE | $1,139 | $1,863-38.9% | $2,541-55.2% | $2,270-49.8% |
| Participant deferral / active EE | $4,284 | $3,617+18.4% | $4,167+2.8% | $3,740+14.5% |
| Admin fee / account holder | $298 | $482-38.1% | $6,797-95.6% | $513-41.9% |