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| Provider | Service type | Compensation |
|---|---|---|
PFG ADVISORS, LLC2 years Filed as: PFG ADVISORS Service code 99 · EIN 47-2483769 | Other Fees | $9,764 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,194 | $73,848-59.1% | $143,799-79.0% | $68,486-55.9% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.5pp | 67.9%+25.0pp |
| Annual return | -17.65% | 0.91%-18.6pp | -0.04%-17.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,591 | $3,184-50.0% | $4,952-67.9% | $2,597-38.7% |
| Participant deferral / active EE | $3,927 | $3,385+16.0% | $5,638-30.4% | $4,028-2.5% |
| Admin fee / account holder | $86 | $5,755-98.5% | $14,677-99.4% | $5,404-98.4% |