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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Service code 12 · EIN 23-3038464 | Participant communication; Recordkeep... | $29,531 |
JFS WEALTH ADVISORS1 year Service code 16 · EIN 20-8161914 2005 S. EASTON ROAD · DOYLESTOWN, PA 18901 | Consulting | $17,910 |
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 | $100,797 | $82,674+21.9% | $125,381-19.6% | $68,486+47.2% |
| Participation rate | 88.0% | 75.1%+13.0pp | 82.4%+5.7pp | 67.9%+20.2pp |
| Annual return | -15.26% | -5.97%-9.3pp | 572.31%-587.6pp | -7.85%-7.4pp |
| Employer contribution / active EE | $829 | $3,382-75.5% | $4,815-82.8% | $2,597-68.1% |
| Participant deferral / active EE | $7,086 | $6,111+16.0% | $7,448-4.9% | $4,028+75.9% |
| Admin fee / account holder | $415 | $6,277-93.4% | $10,007-95.8% | $5,404-92.3% |