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| 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,144 | $106,247-59.4% | $147,096-70.7% | $77,714-44.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 31.37% | 56.87%-25.5pp | 419.75%-388.4pp | 31.26%+0.1pp |
| Employer contribution / active EE | $3,726 | $4,069-8.4% | $4,936-24.5% | $2,727+36.6% |
| Participant deferral / active EE | $6,995 | $7,996-12.5% | $8,071-13.3% | $4,649+50.5% |
| Admin fee / account holder | $191 | $338-43.6% | $13,005-98.5% | $433-56.0% |