Filed July 21, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ENHANCEMENT GROUP Service code 27 11 STANWIX STREET, SUITE 2310 · PITTSBURGH, PA 15222 | Advisory (Plan) | $17,020 |
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT Service code 13 · EIN 23-3038464 | Contract Administrator | $8,102 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,416 | $122,063-12.8% | $184,256-42.2% | $74,478+42.9% |
| Participation rate | 99.1% | 85.5%+13.6pp | 86.8%+12.2pp | 67.2%+31.8pp |
| Annual return | 10.49% | 19.92%-9.4pp | 28.85%-18.4pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $2,542 | $4,539-44.0% | $6,427-60.4% | $2,626-3.2% |
| Participant deferral / active EE | $3,754 | $7,144-47.5% | $9,133-58.9% | $4,350-13.7% |
| Admin fee / account holder | $226 | $1,253-81.9% | $13,899-98.4% | $1,946-88.4% |