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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 13 9450 SW GEMINI DR · BEAVERTON, OR 97008 | Contract Administrator | $23,906 |
Service code 26 · EIN 33-0667408 | Advisory (Participants) | $9,516 |
6 funds of $250K or more; 33 lines in all, holding $6.4M of the plan's $6.6M. From the 2024 filing. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Flexpath Index Moderate 2055 Fund Manager not matched · Mutual fund Index | $1.8M | 27.3% |
| flexPATH Index+ Aggressive 2055 Fund Manager not matched · Mutual fund Index | $906K | 14.1% |
| Flexpath Strategies flexPATH Index Conservative Retirement Fund Manager not matched · Mutual fund Index | $797K | 12.4% |
| Flexpath Index Moderate 2045 Fund Manager not matched · Mutual fund Index | $690K | 10.7% |
| Flexpath Index Moderate Retirement Fund Manager not matched · Mutual fund Index | $524K | 8.1% |
| Flexpath Index Aggressive 2045 Fund Manager not matched · Mutual fund Index | $308K | 4.8% |
| Wilmington Franklin DynaTech CIT R1 Franklin Templeton · Collective trust | $195K | 3.0% |
| Putnam Large Cap Value R1 Franklin Templeton · Mutual fund Possible retail class R1 | $138K | 2.1% |
| BlackRock EAFE Equity Index Fund Class 1 BlackRock · Mutual fund Index | $127K | 2.0% |
| Flexpath Index Aggressive 2035 Fund Manager not matched · Mutual fund Index | $124K | 1.9% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.