Filed January 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Participant communication; Recordkeep... | $43,976 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,702 | $88,634+2.3% | $101,326-10.5% | $74,304+22.1% |
| Participation rate | 94.2% | 76.9%+17.3pp | 81.5%+12.7pp | 60.3%+33.8pp |
| Annual return | 20.72% | 33.10%-12.4pp | 36.82%-16.1pp | 29.43%-8.7pp |
| Employer contribution / active EE | $4,516 | $2,930+54.1% | $3,665+23.2% | $2,241+101.5% |
| Participant deferral / active EE | $8,073 | $7,322+10.3% | $7,994+1.0% | $3,767+114.3% |
| Admin fee / account holder | $287 | $2,425-88.1% | $11,185-97.4% | $2,969-90.3% |