Filed June 13, 2025
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| 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,811 | $58,778-76.5% | $129,207-89.3% | $77,643-82.2% |
| Participation rate | 94.9% | 59.2%+35.7pp | 69.6%+25.3pp | 70.6%+24.3pp |
| Annual return | 18.22% | 24.73%-6.5pp | 9417.33%-9399.1pp | 31.24%-13.0pp |
| Employer contribution / active EE | $1,094 | $1,952-43.9% | $4,153-73.6% | $2,726-59.9% |
| Participant deferral / active EE | $1,990 | $3,212-38.1% | $4,168-52.3% | $4,647-57.2% |
| Admin fee / account holder | $78 | $589-86.8% | $7,715-99.0% | $430-81.9% |