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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP2 years Filed as: PFE ADVISORS LLC Service code 27 · EIN 71-1036677 | Advisory (Plan) | $26,580 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,044 |
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 | $34,860 | $73,102-52.3% | $123,552-71.8% | $56,287-38.1% |
| Participation rate | 77.5% | 74.3%+3.2pp | 82.3%-4.8pp | 69.9%+7.7pp |
| Annual return | -1.92% | 3.01%-4.9pp | 119.20%-121.1pp | -9.96%+8.0pp |
| Employer contribution / active EE | $1,303 | $2,977-56.2% | $4,628-71.8% | $2,111-38.3% |
| Participant deferral / active EE | $4,450 | $5,423-17.9% | $6,426-30.7% | $3,350+32.8% |
| Admin fee / account holder | $288 | $554-48.0% | $9,285-96.9% | $521-44.7% |