Filed July 13, 2021
Total covered: 11 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,109 | $47,105-50.9% | $68,368-66.2% | $67,986-66.0% |
| Participation rate | 89.2% | 51.8%+37.4pp | 73.8%+15.5pp | 57.2%+32.0pp |
| Annual return | 11.52% | 48.37%-36.9pp | 292.57%-281.1pp | 31.67%-20.1pp |
| Employer contribution / active EE | $1,283 | $1,859-31.0% | $2,649-51.6% | $2,019-36.4% |
| Participant deferral / active EE | $971 | $2,374-59.1% | $4,123-76.4% | $3,358-71.1% |
| Admin fee / account holder | $249 | $2,435-89.8% | $5,150-95.2% | $3,203-92.2% |