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: EPIC ADVISORS Service code 27 · EIN 16-1450952 | Advisory (Plan) | $38,620 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $12,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,866 | $110,083-19.3% | $151,645-41.4% | $68,490+29.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.26% | -10.12%-10.1pp | 3.34%-23.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $2,834 | $4,470-36.6% | $6,165-54.0% | $2,597+9.1% |
| Participant deferral / active EE | $3,981 | $6,526-39.0% | $8,363-52.4% | $4,028-1.2% |
| Admin fee / account holder | $471 | $7,718-93.9% | $11,614-95.9% | $5,403-91.3% |