Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP4+ years Filed as: PFE ADVISORS, INC. Service code 10 · EIN 71-1036677 | Accounting | $45,639 |
Service code 10 · EIN 06-1050034 | Accounting | $24,618 |
BPM LLP4+ years Filed as: BURR PILGER MAYER Service code 10 · EIN 81-4234542 | Accounting | $19,085 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $119,467 | $99,032+20.6% | $80,022+49.3% | $135,380-11.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.54% | 15.39%-25.9pp | 11.22%-21.8pp | 519.81%-530.3pp |
| Employer contribution / active EE | $7,849 | $3,043+157.9% | $2,468+218.0% | $4,779+64.2% |
| Participant deferral / active EE | $18,338 | $4,282+328.3% | $3,686+397.5% | $5,609+226.9% |
| Admin fee / account holder | $523 | $10,436-95.0% | $6,521-92.0% | $10,828-95.2% |