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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2 years Filed as: EDELMAN FIANCIAL SERVICES, LLC Service code 27 · EIN 81-0672613 | Advisory (Plan) | $8,962 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $6,000 |
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 | $152,706 | $65,376+133.6% | $87,104+75.3% | $65,185+134.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 19.55% | 31.27%-11.7pp | 28.19%-8.6pp | 29.38%-9.8pp |
| Employer contribution / active EE | $7,361 | $1,822+303.9% | $2,521+192.0% | $2,177+238.2% |
| Participant deferral / active EE | $6,108 | $3,388+80.3% | $4,048+50.9% | $3,514+73.8% |
| Admin fee / account holder | $43 | $520-91.7% | $7,491-99.4% | $847-94.9% |