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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $13,005 |
JOULE FINANCIAL2 years Service code 27 1216 S. BROADWAY · LEXINGTON, KY 40504 | Advisory (Plan) | $8,437 |
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.
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 | $16,562 | $50,860-67.4% | $155,574-89.4% | $77,714-78.7% |
| Participation rate | 18.5% | 63.1%-44.6pp | 78.2%-59.7pp | 70.6%-52.0pp |
| Annual return | 20.28% | 34.86%-14.6pp | 64.87%-44.6pp | 31.26%-11.0pp |
| Employer contribution / active EE | $393 | $1,991-80.2% | $4,676-91.6% | $2,727-85.6% |
| Participant deferral / active EE | $676 | $2,825-76.1% | $5,629-88.0% | $4,649-85.5% |
| Admin fee / account holder | $174 | $436-60.1% | $15,914-98.9% | $433-59.8% |