Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP4 years Filed as: PFE ADVISORS LLC Service code 27 · EIN 71-1036677 | Advisory (Plan) | $27,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,034 |
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 | $48,220 | $99,957-51.8% | $149,730-67.8% | $73,493-34.4% |
| Participation rate | 73.6% | 75.7%-2.1pp | 82.5%-8.9pp | 70.7%+2.9pp |
| Annual return | 44.90% | 53.87%-9.0pp | 276.70%-231.8pp | 28.51%+16.4pp |
| Employer contribution / active EE | $2,428 | $3,191-23.9% | $4,645-47.7% | $2,270+7.0% |
| Participant deferral / active EE | $6,064 | $6,073-0.1% | $6,843-11.4% | $3,740+62.1% |
| Admin fee / account holder | $261 | $551-52.5% | $9,310-97.2% | $513-49.0% |