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| Provider | Service type | Compensation |
|---|---|---|
PFG7 years Filed as: PFG PRIVATE WEALTH MANAGEMENT, LLC Service code 26 18572 N DALE MABRY HWY · LUTZ, FL 33548 | Advisory (Participants) | $30,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $133,775 | $93,598+42.9% | $135,974-1.6% | $75,173+78.0% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | 13.88% | 30.89%-17.0pp | 68.30%-54.4pp | 160.72%-146.8pp |
| Employer contribution / active EE | $3,049 | $3,538-13.8% | $4,859-37.3% | $2,671+14.1% |
| Participant deferral / active EE | $7,441 | $6,405+16.2% | $7,760-4.1% | $4,126+80.3% |
| Admin fee / account holder | $354 | $6,978-94.9% | $10,767-96.7% | $5,651-93.7% |