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| Provider | Service type | Compensation |
|---|---|---|
PFS INVESTMENTS1 year Filed as: PRIMERICA FINANCIAL SERVICES Service code 27 101 ROUNDHILL DRIVE · ROCKAWAY, NJ 07866 | Advisory (Plan) | $12,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,584 | $86,795-90.1% | $67,681-87.3% | $64,728-86.7% |
| Participation rate | 42.2% | 71.7%-29.4pp | 73.7%-31.5pp | 57.9%-15.7pp |
| Annual return | 18.00% | 12.58%+5.4pp | 590.58%-572.6pp | 49.38%-31.4pp |
| Employer contribution / active EE | $1,670 | $2,837-41.1% | $2,678-37.6% | $2,243-25.5% |
| Participant deferral / active EE | $212 | $3,430-93.8% | $3,976-94.7% | $2,729-92.2% |
| Admin fee / account holder | $31 | $238-87.1% | $6,100-99.5% | $1,145-97.3% |