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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 12 · EIN 23-3038464 | Claims processing; Participant commun... | $16,654 |
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 | $21,928 | $91,439-76.0% | $135,974-83.9% | $71,511-69.3% |
| Participation rate | 81.3% | 75.7%+5.7pp | 81.9%-0.6pp | 67.9%+13.4pp |
| Annual return | 23.76% | 29.90%-6.1pp | 68.30%-44.5pp | 28.86%-5.1pp |
| Employer contribution / active EE | $2,932 | $3,705-20.9% | $4,859-39.7% | $2,589+13.2% |
| Participant deferral / active EE | $4,714 | $7,093-33.5% | $7,760-39.3% | $4,291+9.9% |
| Admin fee / account holder | $174 | $1,267-86.3% | $10,767-98.4% | $1,588-89.1% |