Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC3 years Service code 13 · EIN 46-4091337 | Contract Administrator | $324,168 |
36 funds of $250K or more; 53 lines in all, holding $52.0M of the plan's $53.9M. From the 2024 filing. Recordkeeper: PCS Retirement.
Target-date series: American Funds Target Date, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $8.8M | 17.0% |
| U.S. Large Company Portfolio (I) Dimensional · Mutual fund | $5.9M | 11.3% |
| U.S. Large Cap Growth Portfolio Institutional Class Dimensional · Mutual fund | $4.9M | 9.4% |
| Morley Stable Value Class 25-I Principal · Insurance contract | $4.1M | 7.8% |
| AM / OBS DFA/EFS Flagship, Profile 2 Mutual fund Dimensional · Mutual fund | $3.0M | 5.7% |
| Dimensional 2050 Target DT RTR Inc Instl Dimensional · Mutual fund | $2.8M | 5.3% |
| U.S. Vector Equity Portfolio - Institutional Class Dimensional · Mutual fund | $2.5M | 4.7% |
| U.S. Core Equity 1 Portfolio - Institutional Class Dimensional · Mutual fund | $1.6M | 3.0% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $1.5M | 3.0% |
| Dimensional 2040 Target DT RTR Inc Instl Dimensional · Mutual fund | $1.5M | 2.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.