Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2 years Service code 15 · EIN 23-3038464 | Recordkeeping | $87,327 |
Service code 15 · EIN 20-4780677 | Recordkeeping | $14,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,779 | $87,059-54.3% | $105,608-62.3% | $80,925-50.8% |
| Participation rate | 90.3% | 70.4%+19.9pp | 75.3%+15.0pp | 67.7%+22.7pp |
| Annual return | 10.66% | 17.05%-6.4pp | 116.50%-105.8pp | 35.65%-25.0pp |
| Employer contribution / active EE | $5,032 | $2,396+110.0% | $3,167+58.9% | $2,756+82.6% |
| Participant deferral / active EE | $11,009 | $3,986+176.2% | $5,010+119.7% | $4,299+156.1% |
| Admin fee / account holder | $995 | $8,443-88.2% | $11,028-91.0% | $6,940-85.7% |