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| Provider | Service type | Compensation |
|---|---|---|
PFG ADVISORS, LLC1 year Service code 26 · EIN 47-2483769 3200 N. CENTRAL AVE. · PHOENIX, AZ 85012 | Advisory (Participants) | $13,397 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $666 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,370 | $65,582-67.4% | $64,101-66.7% | $71,511-70.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 8.00% | 18.96%-11.0pp | 33.72%-25.7pp | 28.86%-20.9pp |
| Employer contribution / active EE | $800 | $2,671-70.1% | $2,749-70.9% | $2,589-69.1% |
| Participant deferral / active EE | $1,068 | $3,628-70.6% | $3,881-72.5% | $4,291-75.1% |
| Admin fee / account holder | $413 | $616-33.0% | $3,070-86.6% | $1,588-74.0% |