Filed October 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,118 |
THE PFE GROUP4 years Filed as: PFE ADVISORS LLC Service code 27 · EIN 71-1036677 | Advisory (Plan) | $21,720 |
COULTER & JUSTUS2 years Filed as: COULTER JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $10,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,200 | $84,940-37.4% | $111,306-52.2% | $79,389-33.0% |
| Participation rate | 90.4% | 75.9%+14.6pp | 77.3%+13.1pp | 70.7%+19.7pp |
| Annual return | 18.64% | 17.45%+1.2pp | 54.67%-36.0pp | 116.89%-98.2pp |
| Employer contribution / active EE | $2,091 | $1,979+5.6% | $2,732-23.5% | $2,428-13.9% |
| Participant deferral / active EE | $6,660 | $3,889+71.3% | $4,488+48.4% | $4,046+64.6% |
| Admin fee / account holder | $344 | $537-35.9% | $7,966-95.7% | $626-45.0% |