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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC4 years Service code 12 · EIN 23-3038464 | Participant communication; Recordkeep... | $57,645 |
Filed as: DIVERSIFIED FINANCIAL ADVISORS INC. Service code 27 14323 SOUTH OUTER FORTY DR. · CHESTERFIELD, MO 63017 | Advisory (Plan) | $54,827 |
ARMANINO LLP4 years Service code 10 · EIN 33-2514127 | Accounting | $10,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,679 | $59,456+35.7% | $93,669-13.9% | $74,429+8.4% |
| Participation rate | 78.9% | 59.6%+19.3pp | 68.7%+10.2pp | 67.2%+11.7pp |
| Annual return | 18.38% | 82.00%-63.6pp | 133.59%-115.2pp | 1368.38%-1350.0pp |
| Employer contribution / active EE | $1,256 | $1,266-0.8% | $2,424-48.2% | $2,625-52.2% |
| Participant deferral / active EE | $5,604 | $3,052+83.6% | $4,416+26.9% | $4,348+28.9% |
| Admin fee / account holder | $560 | $3,026-81.5% | $8,291-93.2% | $1,944-71.2% |