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| Provider | Service type | Compensation |
|---|---|---|
PFG ADVISORS, LLC1 year Filed as: PFG ADVISORS Service code 99 · EIN 47-2483769 | Other Fees | $5,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,746 | $73,863-42.1% | $143,797-70.3% | $68,490-37.6% |
| Participation rate | 68.3% | 66.7%+1.6pp | 80.3%-12.1pp | 67.9%+0.4pp |
| Annual return | -17.94% | 0.91%-18.9pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $4,027 | $3,185+26.4% | $4,952-18.7% | $2,597+55.1% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $120 | $5,756-97.9% | $14,679-99.2% | $5,403-97.8% |