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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 | $101,591-52.3% | $147,096-67.1% | $74,429-34.9% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 16.00% | 8746.45%-8730.5pp | 419.75%-403.8pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $2,847 | $3,813-25.3% | $4,936-42.3% | $2,625+8.5% |
| Participant deferral / active EE | $5,425 | $7,302-25.7% | $8,071-32.8% | $4,348+24.8% |
| Admin fee / account holder | -$6 | $1,750-100.3% | $13,005-100.0% | $1,944-100.3% |