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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 | $84,045-89.8% | $77,361-88.9% | $69,255-87.6% |
| Participation rate | 42.2% | 71.8%-29.6pp | 75.0%-32.7pp | 69.0%-26.8pp |
| Annual return | 18.00% | 12.46%+5.5pp | 1011.54%-993.5pp | 26.73%-8.7pp |
| Employer contribution / active EE | $1,670 | $2,954-43.5% | $2,990-44.1% | $2,645-36.9% |
| Participant deferral / active EE | $212 | $3,349-93.7% | $3,911-94.6% | $2,890-92.6% |
| Admin fee / account holder | $31 | $239-87.1% | $5,894-99.5% | $733-95.8% |