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| Provider | Service type | Compensation |
|---|---|---|
PFG1 year Service code 14 · EIN 42-1520346 | Plan Administrator | $32,740 |
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 | $15,821 | $95,438-83.4% | $135,982-88.4% | $74,473-78.8% |
| Participation rate | 99.3% | 78.2%+21.1pp | 81.9%+17.4pp | 70.7%+28.6pp |
| Annual return | 35.10% | 32.61%+2.5pp | 68.32%-33.2pp | 34.36%+0.7pp |
| Employer contribution / active EE | $279 | $3,878-92.8% | $4,859-94.3% | $2,638-89.4% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $64 | $259-75.2% | $10,767-99.4% | $347-81.5% |