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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-3859937 | Investment Management | $60,260 |
PCS RETIREMENT, LLC1 year Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $22,463 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,979 | $83,045-30.2% | $130,045-55.4% | $71,511-18.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 15.47% | 20.61%-5.1pp | -137.30%+152.8pp | 28.86%-13.4pp |
| Employer contribution / active EE | $3,379 | $2,623+28.8% | $4,321-21.8% | $2,589+30.5% |
| Participant deferral / active EE | $3,998 | $4,436-9.9% | $5,820-31.3% | $4,291-6.8% |
| Admin fee / account holder | $348 | $1,727-79.9% | $10,600-96.7% | $1,588-78.1% |