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| Provider | Service type | Compensation |
|---|---|---|
PFG1+ years Service code 15 · EIN 42-0127290 | Recordkeeping | $8,229 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,384 | $54,320-51.4% | $67,652-61.0% | $52,331-49.6% |
| Participation rate | 99.0% | 73.6%+25.4pp | 75.7%+23.4pp | 68.1%+30.9pp |
| Annual return | 21.84% | 6.81%+15.0pp | 6625.40%-6603.6pp | 4.54%+17.3pp |
| Employer contribution / active EE | $1,439 | $1,544-6.8% | $2,266-36.5% | $1,882-23.5% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $31 | $527-94.0% | $4,821-99.3% | $592-94.7% |