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| Provider | Service type | Compensation |
|---|---|---|
PFS INVESTMENTS2 years Service code 55 · EIN 58-1436188 | Other Commissions | $22,789 |
Service code 60 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,444 | $101,672-52.4% | $147,117-67.1% | $74,478-35.0% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 16.00% | 8757.83%-8741.8pp | 420.54%-404.5pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $2,847 | $3,813-25.3% | $4,932-42.3% | $2,626+8.4% |
| Participant deferral / active EE | $5,425 | $7,305-25.7% | $8,065-32.7% | $4,350+24.7% |
| Admin fee / account holder | -$6 | $1,753-100.3% | $12,993-100.0% | $1,946-100.3% |