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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2+ years Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $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 | $44,984-22.6% | $85,009-59.0% | $74,546-53.3% |
| Participation rate | 45.7% | 49.4%-3.7pp | 67.5%-21.8pp | 67.2%-21.5pp |
| Annual return | 10.42% | 26.25%-15.8pp | 66.47%-56.0pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $2,479 | $1,458+70.0% | $2,728-9.1% | $2,624-5.5% |
| Participant deferral / active EE | $2,278 | $2,733-16.7% | $4,522-49.6% | $4,347-47.6% |
| Admin fee / account holder | $360 | $2,208-83.7% | $6,153-94.1% | $1,944-81.5% |