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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT LLC Service code 15 · EIN 23-3038464 | Recordkeeping | $44,936 |
FINANCIAL STRATEGIES GROUP2 years Filed as: FINANCIAL STRATEGIES RETIREMENT PAR Service code 27 3 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Advisory (Plan) | $44,791 |
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 | $76,663 | $50,860+50.7% | $155,574-50.7% | $77,714-1.4% |
| Participation rate | 49.7% | 63.1%-13.5pp | 78.2%-28.5pp | 70.6%-20.9pp |
| Annual return | 14.04% | 34.86%-20.8pp | 64.87%-50.8pp | 31.26%-17.2pp |
| Employer contribution / active EE | $1,608 | $1,991-19.2% | $4,676-65.6% | $2,727-41.0% |
| Participant deferral / active EE | $3,018 | $2,825+6.8% | $5,629-46.4% | $4,649-35.1% |
| Admin fee / account holder | $241 | $436-44.7% | $15,914-98.5% | $433-44.3% |