Filed April 17, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP2+ years Filed as: PFE ADVISORS, INC. Service code 27 · EIN 71-1036677 | Advisory (Plan) | $37,927 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $26,994 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $14,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,908 | $60,165+46.1% | $74,184+18.5% | $55,167+59.3% |
| Participation rate | 96.4% | 74.2%+22.3pp | 76.6%+19.8pp | 69.0%+27.4pp |
| Annual return | 7.39% | 10.00%-2.6pp | 17.74%-10.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $2,742 | $1,600+71.4% | $2,370+15.7% | $1,963+39.7% |
| Participant deferral / active EE | $10,130 | $2,973+240.8% | $3,550+185.4% | $3,054+231.7% |
| Admin fee / account holder | $480 | $419+14.5% | $5,586-91.4% | $504-4.7% |