Filed May 6, 2016
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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Service code 13 · EIN 23-3038464 | Contract Administrator | $18,050 |
Filed as: NORTHEAST ADVISORY GROUP, LLC Service code 26 428 LACKAWANNA AVE · SCRANTON, PA 18503 | Advisory (Participants) | $8,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,574 | $65,092-45.3% | $143,799-75.3% | $66,938-46.9% |
| Participation rate | 30.3% | 65.2%-34.9pp | 80.3%-50.0pp | 69.8%-39.5pp |
| Annual return | -19.30% | -11.14%-8.2pp | -0.04%-19.3pp | 1.58%-20.9pp |
| Employer contribution / active EE | $850 | $2,362-64.0% | $4,952-82.8% | $2,545-66.6% |
| Participant deferral / active EE | $956 | $2,920-67.3% | $5,638-83.0% | $4,238-77.4% |
| Admin fee / account holder | $434 | $502-13.6% | $14,677-97.0% | $594-26.8% |