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| Provider | Service type | Compensation |
|---|---|---|
PFS INVESTMENTS8+ years Service code 55 · EIN 58-1436188 | Other Commissions | $41,022 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,902 | $50,458-56.6% | $159,960-86.3% | $64,808-66.2% |
| Participation rate | 55.3% | 68.0%-12.7pp | 78.0%-22.7pp | 71.5%-16.2pp |
| Annual return | -17.90% | -13.42%-4.5pp | 408.60%-426.5pp | 32.82%-50.7pp |
| Employer contribution / active EE | $984 | $1,722-42.8% | $4,226-76.7% | $2,506-60.7% |
| Participant deferral / active EE | $1,749 | $4,004-56.3% | $6,182-71.7% | $4,310-59.4% |
| Admin fee / account holder | $76 | $706-89.3% | $8,698-99.1% | $188-59.8% |