Filed September 4, 2026
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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2 years Service code 19 · EIN 23-3038464 | Securities Custodian | $10,972 |
Service code 27 101 N 7TH STREET #14 · LOUISVILLE, KY 40202 | Advisory (Plan) | $8,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,046 | $87,013-16.1% | $106,213-31.2% | $80,856-9.7% |
| Participation rate | 84.4% | 70.4%+14.0pp | 75.3%+9.2pp | 67.6%+16.8pp |
| Annual return | 28.10% | 17.05%+11.1pp | 116.14%-88.0pp | 35.59%-7.5pp |
| Employer contribution / active EE | $1,715 | $2,395-28.4% | $3,171-45.9% | $2,755-37.8% |
| Participant deferral / active EE | $2,757 | $3,986-30.8% | $5,016-45.0% | $4,296-35.8% |
| Admin fee / account holder | $200 | $8,431-97.6% | $11,033-98.2% | $6,918-97.1% |