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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 | $92,071-90.7% | $63,803-86.5% | $71,012-87.9% |
| Participation rate | 42.2% | 73.7%-31.4pp | 72.7%-30.5pp | 58.6%-16.3pp |
| Annual return | 18.00% | 13.14%+4.9pp | 543.72%-525.7pp | 37.67%-19.7pp |
| Employer contribution / active EE | $1,670 | $3,085-45.9% | $2,532-34.0% | $2,348-28.9% |
| Participant deferral / active EE | $212 | $3,765-94.4% | $3,843-94.5% | $3,246-93.5% |
| Admin fee / account holder | $31 | $227-86.4% | $5,196-99.4% | $1,167-97.4% |