Filed May 22, 2023
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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $11,792 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,797 | $50,199-58.6% | $69,884-70.2% | $66,938-68.9% |
| Participation rate | 56.5% | 66.3%-9.9pp | 70.5%-14.0pp | 69.8%-13.4pp |
| Annual return | -15.15% | -13.85%-1.3pp | 190.81%-206.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $994 | $1,864-46.7% | $2,560-61.2% | $2,545-60.9% |
| Participant deferral / active EE | $2,579 | $3,112-17.1% | $3,848-33.0% | $4,238-39.2% |
| Admin fee / account holder | $136 | $600-77.2% | $6,266-97.8% | $594-77.0% |