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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 | $73,532-58.3% | $178,540-82.8% | $74,459-58.8% |
| Participation rate | 80.0% | 66.6%+13.4pp | 77.1%+2.9pp | 67.2%+12.8pp |
| Annual return | 10.49% | 17.51%-7.0pp | 27.15%-16.7pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $4,524 | $2,221+103.7% | $3,953+14.4% | $2,626+72.3% |
| Participant deferral / active EE | $2,057 | $4,519-54.5% | $6,281-67.3% | $4,350-52.7% |
| Admin fee / account holder | $211 | $1,813-88.3% | $10,424-98.0% | $1,945-89.1% |