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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Recordkeeping fees; Consulting (gener... | $50,537 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE FINANCIAL GROUP Service code 27 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $41,431 |
NEWSQUARE CAPITAL, LLC3 years Service code 28 16 CAMPUS BLVD STE 200 · NEWTOWN SQUARE, PA 19073 | Investment Management | $0 |
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.
Employer contribution per participant 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 | $28,123 | $82,979-66.1% | $102,412-72.5% | $77,736-63.8% |
| Participation rate | 53.2% | 71.5%-18.3pp | 74.5%-21.3pp | 70.6%-17.4pp |
| Annual return | 14.79% | 19.11%-4.3pp | 24.94%-10.2pp | 31.26%-16.5pp |
| Employer contribution / active EE | $452 | $3,554-87.3% | $3,870-88.3% | $2,728-83.4% |
| Participant deferral / active EE | $1,530 | $4,109-62.8% | $5,060-69.8% | $4,651-67.1% |
| Admin fee / account holder | $170 | $639-73.4% | $8,388-98.0% | $433-60.8% |