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| Provider | Service type | Compensation |
|---|---|---|
PCA INVESTMENT ADVISORY SERVICES2+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $14,739 |
PENSION CORPORATION OF AMERICA2+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $5,373 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,794 | $55,446-33.6% | $155,574-76.3% | $74,429-50.6% |
| Participation rate | 39.9% | 61.9%-22.0pp | 78.2%-38.3pp | 67.2%-27.3pp |
| Annual return | 14.98% | 269.20%-254.2pp | 64.87%-49.9pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $209 | $2,266-90.8% | $4,676-95.5% | $2,625-92.0% |
| Participant deferral / active EE | $1,377 | $2,836-51.4% | $5,629-75.5% | $4,348-68.3% |
| Admin fee / account holder | $175 | $1,743-90.0% | $15,914-98.9% | $1,944-91.0% |