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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $39,876 |
NEWSQUARE CAPITAL, LLC1 year Filed as: NEW SQUARE CAPITAL LLC Service code 27 · EIN 27-1238163 | Advisory (Plan) | $14,852 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,116 | $84,493-59.6% | $125,381-72.8% | $66,938-49.0% |
| Participation rate | 86.1% | 76.4%+9.7pp | 82.4%+3.8pp | 69.8%+16.3pp |
| Annual return | 59.84% | -8.49%+68.3pp | 572.31%-512.5pp | 1.58%+58.3pp |
| Employer contribution / active EE | $3,189 | $3,554-10.3% | $4,815-33.8% | $2,545+25.3% |
| Participant deferral / active EE | $6,013 | $6,783-11.4% | $7,448-19.3% | $4,238+41.9% |
| Admin fee / account holder | $216 | $685-68.4% | $10,007-97.8% | $594-63.6% |