Filed January 25, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $43,976 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,702 | $82,879+9.4% | $96,576-6.1% | $67,986+33.4% |
| Participation rate | 94.2% | 75.2%+19.0pp | 81.4%+12.7pp | 57.2%+37.0pp |
| Annual return | 20.72% | 36.90%-16.2pp | 38.47%-17.7pp | 31.67%-10.9pp |
| Employer contribution / active EE | $4,516 | $2,727+65.6% | $3,553+27.1% | $2,019+123.7% |
| Participant deferral / active EE | $8,073 | $6,976+15.7% | $7,956+1.5% | $3,358+140.4% |
| Admin fee / account holder | $287 | $2,783-89.7% | $11,381-97.5% | $3,203-91.0% |