Filed April 28, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $59,230 |
Filed as: NORTHEAST FINANCIAL GROUP, INC. Service code 27 2813 RTE 611 · TANNERSVILLE, PA 18372 | Advisory (Plan) | $43,203 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,500 | $89,123-33.2% | $102,460-41.9% | $77,762-23.5% |
| Participation rate | 83.9% | 80.9%+3.0pp | 76.5%+7.4pp | 70.6%+13.3pp |
| Annual return | 12.69% | 25.05%-12.4pp | 29.47%-16.8pp | 31.27%-18.6pp |
| Employer contribution / active EE | $664 | $2,700-75.4% | $3,025-78.0% | $2,728-75.7% |
| Participant deferral / active EE | $4,277 | $5,148-16.9% | $5,056-15.4% | $4,651-8.0% |
| Admin fee / account holder | $319 | $236+35.2% | $9,460-96.6% | $433-26.3% |