Filed January 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 | Claims processing; Recordkeeping and ... | $37,561 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,670 | $79,045-5.5% | $100,378-25.6% | $74,429+0.3% |
| Participation rate | 93.9% | 79.4%+14.5pp | 81.5%+12.4pp | 67.2%+26.7pp |
| Annual return | 19.61% | 20.61%-1.0pp | 49.41%-29.8pp | 1368.38%-1348.8pp |
| Employer contribution / active EE | $4,553 | $3,015+51.0% | $3,942+15.5% | $2,625+73.5% |
| Participant deferral / active EE | $8,297 | $7,751+7.0% | $8,087+2.6% | $4,348+90.8% |
| Admin fee / account holder | $249 | $1,335-81.4% | $7,899-96.9% | $1,944-87.2% |