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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP1 year Service code 10 · EIN 71-1036677 | Accounting | $45,468 |
Service code 10 · EIN 06-1050034 | Accounting | $20,700 |
BDP1 year Service code 10 · EIN 81-4234542 | Accounting | $15,310 |
BPM LLP1 year Filed as: BPM Service code 10 · EIN 71-1036677 | Accounting | $10,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $168,954 | $118,708+42.3% | $98,920+70.8% | $158,982+6.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.28% | 372.49%-358.2pp | 196.47%-182.2pp | 302.99%-288.7pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $16,469 | $5,089+223.6% | $4,245+288.0% | $5,983+175.2% |
| Admin fee / account holder | $569 | $10,134-94.4% | $6,643-91.4% | $11,252-94.9% |