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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2+ years Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $45,213 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS, Service code 15 4211 W BOY SCOUT BLVD STE 800 · TAMPA, FL 33607 | Recordkeeping | $33,266 |
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 | $34,838 | $45,123-22.8% | $85,240-59.1% | $74,478-53.2% |
| Participation rate | 45.7% | 49.4%-3.6pp | 67.5%-21.8pp | 67.2%-21.5pp |
| Annual return | 10.42% | 26.32%-15.9pp | 66.75%-56.3pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $2,479 | $1,459+69.9% | $2,735-9.4% | $2,626-5.6% |
| Participant deferral / active EE | $2,278 | $2,736-16.8% | $4,527-49.7% | $4,350-47.6% |
| Admin fee / account holder | $360 | $2,215-83.7% | $6,165-94.2% | $1,946-81.5% |