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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC5 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $45,610 |
Service code 27 14323 S. OUTER 40 DR. · TOWN AND COUNTRY, MO 63017 | Advisory (Plan) | $36,303 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,921 | $48,750+27.0% | $88,946-30.4% | $74,304-16.7% |
| Participation rate | 88.4% | 44.5%+43.9pp | 68.8%+19.6pp | 60.3%+28.1pp |
| Annual return | 14.00% | 25.91%-11.9pp | 57.82%-43.8pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,290 | $1,255+2.8% | $2,555-49.5% | $2,241-42.4% |
| Participant deferral / active EE | $3,322 | $2,423+37.1% | $4,581-27.5% | $3,767-11.8% |
| Admin fee / account holder | $390 | $3,756-89.6% | $8,261-95.3% | $2,969-86.9% |