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| Provider | Service type | Compensation |
|---|---|---|
PFS INVESTMENTS1 year Service code 55 · EIN 58-1436188 | Other Commissions | $37,904 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,253 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $4,948 |
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 | $60,944 | $91,439-33.4% | $135,974-55.2% | $71,511-14.8% |
| Participation rate | 89.0% | 75.7%+13.3pp | 81.9%+7.1pp | 67.9%+21.1pp |
| Annual return | 17.63% | 29.90%-12.3pp | 68.30%-50.7pp | 28.86%-11.2pp |
| Employer contribution / active EE | $3,609 | $3,705-2.6% | $4,859-25.7% | $2,589+39.4% |
| Participant deferral / active EE | $5,807 | $7,093-18.1% | $7,760-25.2% | $4,291+35.3% |
| Admin fee / account holder | $77 | $1,267-93.9% | $10,767-99.3% | $1,588-95.2% |