Filed March 8, 2023
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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Recordkeeping fees; Participant commu... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,215 | $67,984-8.5% | $65,493-5.0% | $74,304-16.3% |
| Participation rate | 76.4% | 66.3%+10.0pp | 73.1%+3.3pp | 60.3%+16.0pp |
| Annual return | 16.62% | 19.87%-3.2pp | 982.45%-965.8pp | 29.43%-12.8pp |
| Employer contribution / active EE | $2,656 | $2,491+6.6% | $2,574+3.2% | $2,241+18.5% |
| Participant deferral / active EE | $5,888 | $3,346+75.9% | $3,961+48.6% | $3,767+56.3% |
| Admin fee / account holder | $237 | $1,373-82.7% | $5,028-95.3% | $2,969-92.0% |