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| Provider | Service type | Compensation |
|---|---|---|
EFFICIENT ADVISORS1 year Service code 28 1801 MARKET ST STE 1000 · PHILADELPHIA, PA 19103 | Investment Management | $16,449 |
PCS RETIREMENT, LLC1 year Service code 13 · EIN 23-3038464 | Contract Administrator | $15,449 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,439 | $78,670-74.0% | $109,173-81.3% | $85,847-76.2% |
| Participation rate | 95.2% | 68.3%+27.0pp | 75.9%+19.4pp | 69.3%+25.9pp |
| Annual return | 10.54% | 25.09%-14.5pp | 25.75%-15.2pp | 318.61%-308.1pp |
| Employer contribution / active EE | $20 | $2,734-99.3% | $3,723-99.5% | $2,565-99.2% |
| Participant deferral / active EE | $2,084 | $3,467-39.9% | $4,654-55.2% | $3,952-47.3% |
| Admin fee / account holder | $319 | $5,469-94.2% | $6,755-95.3% | $6,261-94.9% |