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| Provider | Service type | Compensation |
|---|---|---|
PCA INVESTMENT ADVISORY SERVICES1+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $9,852 |
PENSION CORPORATION OF AMERICA1+ years Service code 15 · EIN 31-1360674 | Recordkeeping | $6,331 |
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 | $30,997 | $61,391-49.5% | $149,723-79.3% | $71,529-56.7% |
| Participation rate | 45.9% | 62.5%-16.6pp | 78.8%-32.8pp | 67.9%-22.0pp |
| Annual return | 17.17% | 35.88%-18.7pp | 134.50%-117.3pp | 28.97%-11.8pp |
| Employer contribution / active EE | $231 | $2,384-90.3% | $4,821-95.2% | $2,590-91.1% |
| Participant deferral / active EE | $1,452 | $2,921-50.3% | $5,682-74.4% | $4,291-66.2% |
| Admin fee / account holder | $136 | $1,264-89.2% | $13,215-99.0% | $1,588-91.4% |