Filed January 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 | Contract Administrator; Consulting (p... | $37,561 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,670 | $79,013-5.5% | $100,391-25.6% | $74,495+0.2% |
| Participation rate | 93.9% | 79.5%+14.4pp | 81.5%+12.4pp | 67.2%+26.7pp |
| Annual return | 19.61% | 20.41%-0.8pp | 49.20%-29.6pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $4,553 | $3,021+50.7% | $3,942+15.5% | $2,623+73.6% |
| Participant deferral / active EE | $8,297 | $7,760+6.9% | $8,082+2.7% | $4,346+90.9% |
| Admin fee / account holder | $249 | $1,320-81.2% | $7,899-96.9% | $1,942-87.2% |