Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $50,919-67.5% | $155,556-89.4% | $77,762-78.7% |
| Participation rate | 18.5% | 63.1%-44.5pp | 78.2%-59.7pp | 70.6%-52.0pp |
| Annual return | 20.28% | 34.84%-14.6pp | 64.84%-44.6pp | 31.27%-11.0pp |
| Employer contribution / active EE | $393 | $1,991-80.2% | $4,675-91.6% | $2,728-85.6% |
| Participant deferral / active EE | $676 | $2,824-76.1% | $5,631-88.0% | $4,651-85.5% |
| Admin fee / account holder | $174 | $437-60.1% | $15,885-98.9% | $433-59.7% |