Filed July 13, 2021
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Recordkeeping fees; Participant commu... | $28,553 |
STRATEGIC FINANCIAL SERVICES9 years Service code 27 114 BUSINESS PARK DR · UTICA, NY 13502 | Advisory (Plan) | $25,843 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,109 | $56,317-59.0% | $71,209-67.5% | $74,304-68.9% |
| Participation rate | 89.2% | 55.1%+34.1pp | 73.8%+15.5pp | 60.3%+28.9pp |
| Annual return | 11.52% | 42.83%-31.3pp | 282.51%-271.0pp | 29.43%-17.9pp |
| Employer contribution / active EE | $1,283 | $2,160-40.6% | $2,721-52.8% | $2,241-42.7% |
| Participant deferral / active EE | $971 | $2,788-65.2% | $4,175-76.7% | $3,767-74.2% |
| Admin fee / account holder | $249 | $2,290-89.1% | $5,349-95.3% | $2,969-91.6% |