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| Provider | Service type | Compensation |
|---|---|---|
PFS INVESTMENTS1 year Filed as: PFS INVESTMENTS,INC Service code 27 · EIN 58-1436188 | Advisory (Plan) | $13,784 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,071 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,904 | $60,305-75.3% | $81,780-81.8% | $74,400-80.0% |
| Participation rate | 82.1% | 62.9%+19.2pp | 72.4%+9.8pp | 67.2%+14.9pp |
| Annual return | 13.56% | 16.89%-3.3pp | 776.27%-762.7pp | 1367.51%-1354.0pp |
| Employer contribution / active EE | $1,274 | $2,623-51.4% | $2,914-56.3% | $2,624-51.5% |
| Participant deferral / active EE | $2,055 | $3,390-39.4% | $4,321-52.4% | $4,348-52.7% |
| Admin fee / account holder | $237 | $1,484-84.0% | $7,384-96.8% | $1,944-87.8% |