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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 | $55,470-33.7% | $155,556-76.3% | $74,478-50.6% |
| Participation rate | 39.9% | 61.9%-22.0pp | 78.2%-38.3pp | 67.2%-27.3pp |
| Annual return | 14.98% | 269.80%-254.8pp | 64.84%-49.9pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $209 | $2,267-90.8% | $4,675-95.5% | $2,626-92.0% |
| Participant deferral / active EE | $1,377 | $2,838-51.5% | $5,631-75.5% | $4,350-68.3% |
| Admin fee / account holder | $175 | $1,744-90.0% | $15,885-98.9% | $1,946-91.0% |