Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $44,702 |
NEWSQUARE CAPITAL, LLC3 years Filed as: NEW SQUARE CAPITAL LLC Service code 27 · EIN 27-1238163 | Advisory (Plan) | $28,576 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,144 | $106,110-59.3% | $147,005-70.7% | $77,671-44.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 31.37% | 56.77%-25.4pp | 418.76%-387.4pp | 31.21%+0.2pp |
| Employer contribution / active EE | $3,726 | $4,065-8.3% | $4,934-24.5% | $2,726+36.6% |
| Participant deferral / active EE | $6,995 | $7,992-12.5% | $8,070-13.3% | $4,648+50.5% |
| Admin fee / account holder | $191 | $338-43.5% | $13,006-98.5% | $430-55.7% |