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| Provider | Service type | Compensation |
|---|---|---|
IFA BENEFITS, LLC2 years Service code 27 1000 GERMANTOWN PIKE C1 · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $23,176 |
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $10,774 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $181,432 | $65,428+177.3% | $169,390+7.1% | $71,511+153.7% |
| Participation rate | 75.5% | 66.9%+8.6pp | 77.2%-1.7pp | 67.9%+7.5pp |
| Annual return | 13.35% | 21.35%-8.0pp | 406.07%-392.7pp | 28.86%-15.5pp |
| Employer contribution / active EE | $2,821 | $2,064+36.7% | $4,013-29.7% | $2,589+8.9% |
| Participant deferral / active EE | $11,391 | $4,360+161.3% | $6,222+83.1% | $4,291+165.5% |
| Admin fee / account holder | $592 | $1,328-55.4% | $9,015-93.4% | $1,588-62.7% |