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| Provider | Service type | Compensation |
|---|---|---|
JFS WEALTH ADVISORS3 years Service code 16 · EIN 20-8161914 2005 S. EASTON ROAD · DOYLESTOWN, PA 18901 | Consulting | $27,654 |
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Recordkeeping fees; Claims processing... | $25,878 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,494 | $101,591+22.5% | $147,096-15.4% | $74,429+67.3% |
| Participation rate | 90.4% | 75.5%+14.9pp | 82.2%+8.2pp | 67.2%+23.2pp |
| Annual return | 15.05% | 8746.45%-8731.4pp | 419.75%-404.7pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $2,563 | $3,813-32.8% | $4,936-48.1% | $2,625-2.3% |
| Participant deferral / active EE | $8,937 | $7,302+22.4% | $8,071+10.7% | $4,348+105.5% |
| Admin fee / account holder | $531 | $1,750-69.7% | $13,005-95.9% | $1,944-72.7% |