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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Service code 19 · EIN 23-3038464 | Securities Custodian | $9,617 |
Service code 27 101 N 7TH STREET #14 · LOUISVILLE, KY 40202 | Advisory (Plan) | $8,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,304 | $79,955-27.1% | $98,461-40.8% | $75,173-22.4% |
| Participation rate | 85.4% | 70.4%+15.1pp | 75.2%+10.2pp | 67.2%+18.2pp |
| Annual return | 16.29% | 19.75%-3.5pp | 21.17%-4.9pp | 160.72%-144.4pp |
| Employer contribution / active EE | $1,554 | $2,264-31.4% | $3,049-49.0% | $2,671-41.8% |
| Participant deferral / active EE | $2,537 | $3,752-32.4% | $4,738-46.5% | $4,126-38.5% |
| Admin fee / account holder | $180 | $6,841-97.4% | $8,961-98.0% | $5,651-96.8% |