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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $36,697 |
NEWSQUARE CAPITAL, LLC2 years Filed as: NEW SQUARE CAPITAL LLC Service code 27 · EIN 27-1238163 | Advisory (Plan) | $21,507 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,688 | $95,417-59.5% | $135,974-71.5% | $74,460-48.0% |
| Participation rate | 83.0% | 78.2%+4.8pp | 81.9%+1.1pp | 70.7%+12.2pp |
| Annual return | 27.04% | 32.76%-5.7pp | 68.30%-41.3pp | 34.38%-7.3pp |
| Employer contribution / active EE | $2,796 | $3,878-27.9% | $4,859-42.5% | $2,638+6.0% |
| Participant deferral / active EE | $5,231 | $7,789-32.8% | $7,760-32.6% | $4,530+15.5% |
| Admin fee / account holder | $190 | $266-28.8% | $10,767-98.2% | $348-45.5% |