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, LLC1 year Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $35,454 |
STRATEGIC FINANCIAL SERVICES7 years Service code 27 114 BUSINESS PARK DR · UTICA, NY 13502 | Advisory (Plan) | $18,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,146 | $58,264-51.7% | $86,617-67.5% | $71,495-60.6% |
| Participation rate | 57.7% | 65.0%-7.3pp | 71.7%-14.0pp | 67.9%-10.2pp |
| Annual return | 10.33% | 21.63%-11.3pp | 591.91%-581.6pp | 28.85%-18.5pp |
| Employer contribution / active EE | $1,747 | $2,574-32.1% | $3,023-42.2% | $2,589-32.6% |
| Participant deferral / active EE | $945 | $3,436-72.5% | $4,437-78.7% | $4,291-78.0% |
| Admin fee / account holder | $285 | $1,057-73.1% | $5,613-94.9% | $1,588-82.1% |