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| Provider | Service type | Compensation |
|---|---|---|
PFG2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,770 |
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 | $33,306 | $60,165-44.6% | $74,184-55.1% | $55,167-39.6% |
| Participation rate | 98.6% | 74.2%+24.4pp | 76.6%+21.9pp | 69.0%+29.6pp |
| Annual return | 26.10% | 10.00%+16.1pp | 17.74%+8.4pp | 169.23%-143.1pp |
| Employer contribution / active EE | $3,625 | $1,600+126.6% | $2,370+52.9% | $1,963+84.7% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $39 | $419-90.7% | $5,586-99.3% | $504-92.3% |