Filed April 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 4211 W BOY SCOUT BLVD, STE 800 · TAMPA, FL 33607 | Advisory (Plan) | $20,826 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $19,766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,787 | $106,264-72.0% | $147,117-79.8% | $77,762-61.7% |
| Participation rate | 46.0% | 78.4%-32.4pp | 82.2%-36.2pp | 70.6%-24.6pp |
| Annual return | 32.67% | 56.94%-24.3pp | 420.54%-387.9pp | 31.27%+1.4pp |
| Employer contribution / active EE | $1,060 | $4,074-74.0% | $4,932-78.5% | $2,728-61.2% |
| Participant deferral / active EE | $4,109 | $8,003-48.7% | $8,065-49.0% | $4,651-11.6% |
| Admin fee / account holder | $239 | $334-28.6% | $12,993-98.2% | $433-44.8% |