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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Service code 12 · EIN 23-3038464 | Participant communication; Consulting... | $41,690 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,667 | $73,459-58.3% | $178,528-82.8% | $74,429-58.8% |
| Participation rate | 80.0% | 66.5%+13.5pp | 77.1%+2.9pp | 67.2%+12.8pp |
| Annual return | 10.49% | 17.50%-7.0pp | 27.11%-16.6pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $4,524 | $2,219+103.8% | $3,950+14.5% | $2,625+72.3% |
| Participant deferral / active EE | $2,057 | $4,515-54.4% | $6,278-67.2% | $4,348-52.7% |
| Admin fee / account holder | $211 | $1,812-88.3% | $10,419-98.0% | $1,944-89.1% |