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| Provider | Service type | Compensation |
|---|---|---|
PFG2 years Service code 14 · EIN 42-1520346 | Plan Administrator | $28,332 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,733 | $106,110-77.6% | $147,005-83.9% | $77,671-69.4% |
| Participation rate | 99.8% | 78.4%+21.4pp | 82.2%+17.6pp | 70.6%+29.2pp |
| Annual return | 53.58% | 56.77%-3.2pp | 418.76%-365.2pp | 31.21%+22.4pp |
| Employer contribution / active EE | $1,058 | $4,065-74.0% | $4,934-78.6% | $2,726-61.2% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $66 | $338-80.6% | $13,006-99.5% | $430-84.8% |