Filed June 13, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
REGENCY INVESTMENT ADVISORS9 years Service code 26 · EIN 77-0344391 | Advisory (Participants) | $27,756 |
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $6,804 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,811 | $58,859-76.5% | $129,397-89.3% | $77,714-82.2% |
| Participation rate | 94.9% | 59.3%+35.6pp | 69.6%+25.3pp | 70.6%+24.3pp |
| Annual return | 18.22% | 24.74%-6.5pp | 9453.98%-9435.8pp | 31.26%-13.0pp |
| Employer contribution / active EE | $1,094 | $1,952-43.9% | $4,154-73.7% | $2,727-59.9% |
| Participant deferral / active EE | $1,990 | $3,215-38.1% | $4,167-52.3% | $4,649-57.2% |
| Admin fee / account holder | $78 | $591-86.8% | $7,679-99.0% | $433-82.0% |