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| Provider | Service type | Compensation |
|---|---|---|
EFFICIENET ADVISORS1 year Service code 28 6338 SNIDER RD UNIT 135 · MASON, OH 45040 | Investment Management | $27,490 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT SERVICES Service code 12 · EIN 23-3038464 | Participant communication; Consulting... | $11,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,761 | $46,332+29.0% | $143,799-58.4% | $64,819-7.8% |
| Participation rate | 20.0% | 64.2%-44.3pp | 80.3%-60.3pp | 71.5%-51.5pp |
| Annual return | -11.37% | -10.05%-1.3pp | -0.04%-11.3pp | 32.84%-44.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,378 | $2,647-48.0% | $5,638-75.6% | $4,311-68.0% |
| Admin fee / account holder | $259 | $154+68.3% | $14,677-98.2% | $188+37.9% |