Filed May 22, 2023
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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $10,314 |
Filed as: PEOPLES SECURITY BANK & TRUST Service code 28 150 NORTH WASHINGTON AVENUE · SCRANTON, PA 18503 | Investment Management | $7,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,464 | $59,584-55.6% | $86,615-69.4% | $79,391-66.7% |
| Participation rate | 61.7% | 67.7%-6.0pp | 71.6%-10.0pp | 70.7%-9.0pp |
| Annual return | 13.24% | 23.15%-9.9pp | 63.51%-50.3pp | 116.88%-103.6pp |
| Employer contribution / active EE | $2,423 | $1,768+37.1% | $2,496-2.9% | $2,428-0.2% |
| Participant deferral / active EE | $1,182 | $3,036-61.1% | $3,699-68.0% | $4,046-70.8% |
| Admin fee / account holder | $201 | $604-66.7% | $5,830-96.6% | $627-67.9% |