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| Provider | Service type | Compensation |
|---|---|---|
PFG ADVISORS, LLC2 years Service code 26 · EIN 47-2483769 3200 N. CENTRAL AVE. · PHOENIX, AZ 85012 | Advisory (Participants) | $28,322 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $690 |
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 | $24,936 | $69,774-64.3% | $67,561-63.1% | $74,429-66.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 10.47% | -40.53%+51.0pp | 3525.44%-3515.0pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $810 | $2,710-70.1% | $2,735-70.4% | $2,625-69.1% |
| Participant deferral / active EE | $1,107 | $3,636-69.6% | $4,003-72.4% | $4,348-74.5% |
| Admin fee / account holder | $456 | $890-48.8% | $4,006-88.6% | $1,944-76.5% |