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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP2 years Service code 27 · EIN 71-1036677 | Advisory (Plan) | $22,862 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $19,361 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $16,431 |
OUM & CO. LLP1 year Service code 27 · EIN 94-2682998 | Advisory (Plan) | $9,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH+BROWN, PC Service code 27 · EIN 22-2027092 | Advisory (Plan) | $6,000 |
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.)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,511 | $127,777+46.7% | $106,548+76.0% | $167,490+12.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.13% | 33.87%-25.7pp | 26.80%-18.7pp | 478.56%-470.4pp |
| Employer contribution / active EE | $7,115 | $3,427+107.6% | $2,819+152.4% | $4,837+47.1% |
| Participant deferral / active EE | $16,229 | $5,087+219.0% | $4,398+269.0% | $6,341+155.9% |
| Admin fee / account holder | $593 | $11,228-94.7% | $7,407-92.0% | $12,309-95.2% |