Filed January 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Service code 12 · EIN 23-3038464 | Recordkeeping fees; Consulting (gener... | $28,457 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,934 | $69,511-21.0% | $94,664-42.0% | $71,511-23.2% |
| Participation rate | 85.7% | 78.4%+7.3pp | 80.8%+4.9pp | 67.9%+17.8pp |
| Annual return | 23.46% | 29.67%-6.2pp | 156.84%-133.4pp | 28.86%-5.4pp |
| Employer contribution / active EE | $3,413 | $2,853+19.6% | $3,673-7.1% | $2,589+31.8% |
| Participant deferral / active EE | $6,297 | $7,348-14.3% | $7,417-15.1% | $4,291+46.8% |
| Admin fee / account holder | $182 | $1,211-84.9% | $7,222-97.5% | $1,588-88.5% |