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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $32,478 |
FRANKLIN BANK2 years Filed as: FRANKLIN BANK AND TRUST Service code 28 1042 FAIRVIEW AVENUE · BOWLING GREEN, KY 42103 | Investment Management | $24,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,972 | $55,636-10.2% | $81,988-39.0% | $73,493-32.0% |
| Participation rate | 62.1% | 62.3%-0.2pp | 69.3%-7.1pp | 70.7%-8.6pp |
| Annual return | 12.15% | 19.07%-6.9pp | 41.31%-29.2pp | 28.51%-16.4pp |
| Employer contribution / active EE | $1,184 | $1,625-27.1% | $2,498-52.6% | $2,270-47.8% |
| Participant deferral / active EE | $3,119 | $2,762+12.9% | $3,722-16.2% | $3,740-16.6% |
| Admin fee / account holder | $332 | $493-32.5% | $5,665-94.1% | $513-35.2% |