Filed August 10, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC4 years Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $51,393 |
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 | $209,740 | $122,042+71.9% | $184,260+13.8% | $74,459+181.7% |
| Participation rate | 97.4% | 85.5%+11.9pp | 86.8%+10.5pp | 67.2%+30.1pp |
| Annual return | 17.60% | 19.91%-2.3pp | 28.84%-11.2pp | 1369.70%-1352.1pp |
| Employer contribution / active EE | $8,454 | $4,537+86.3% | $6,427+31.5% | $2,626+222.0% |
| Participant deferral / active EE | $16,860 | $7,143+136.0% | $9,133+84.6% | $4,350+287.6% |
| Admin fee / account holder | $306 | $1,252-75.6% | $13,898-97.8% | $1,945-84.3% |