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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC4 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $15,119 |
CREATIVE PLANNING LLC8 years Filed as: CREATIVE FINANCIAL GROUP Service code 28 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Investment Management | $10,734 |
NEWSQUARE CAPITAL, LLC7 years Service code 27 16 CAMPUS BLVD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $8,944 |
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,502 | $78,529-53.5% | $105,591-65.4% | $74,400-50.9% |
| Participation rate | 92.5% | 72.8%+19.7pp | 75.3%+17.2pp | 67.2%+25.2pp |
| Annual return | 9.80% | 15.94%-6.1pp | 116.43%-106.6pp | 1367.51%-1357.7pp |
| Employer contribution / active EE | $0 | $2,522-100.0% | $3,166-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $795 | $4,321-81.6% | $5,008-84.1% | $4,348-81.7% |
| Admin fee / account holder | $355 | $2,216-84.0% | $11,024-96.8% | $1,944-81.7% |