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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $23,839 |
IFA BENEFITS, LLC1 year Service code 27 1000 GERMANTOWN PIKE C1 · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $18,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,471 | $59,105+169.8% | $160,009-0.3% | $66,938+138.2% |
| Participation rate | 58.4% | 68.1%-9.7pp | 78.0%-19.6pp | 69.8%-11.4pp |
| Annual return | -13.54% | -12.26%-1.3pp | 408.85%-422.4pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,204 | $1,983-39.3% | $4,225-71.5% | $2,545-52.7% |
| Participant deferral / active EE | $5,507 | $4,395+25.3% | $6,183-10.9% | $4,238+29.9% |
| Admin fee / account holder | $561 | $591-5.0% | $8,715-93.6% | $594-5.4% |