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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 | $101,499-52.3% | $147,005-67.0% | $74,546-35.0% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 16.00% | 8732.34%-8716.3pp | 418.76%-402.8pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $2,847 | $3,811-25.3% | $4,934-42.3% | $2,624+8.5% |
| Participant deferral / active EE | $5,425 | $7,304-25.7% | $8,070-32.8% | $4,347+24.8% |
| Admin fee / account holder | -$6 | $1,748-100.3% | $13,006-100.0% | $1,944-100.3% |