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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $26,370 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,429 | $54,679-90.1% | $76,119-92.9% | $74,459-92.7% |
| Participation rate | 80.0% | 60.3%+19.7pp | 69.1%+10.9pp | 67.2%+12.8pp |
| Annual return | 10.83% | 31.90%-21.1pp | 361.25%-350.4pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $366 | $1,781-79.5% | $2,693-86.4% | $2,626-86.1% |
| Participant deferral / active EE | $1,705 | $3,072-44.5% | $4,259-60.0% | $4,350-60.8% |
| Admin fee / account holder | $95 | $2,238-95.7% | $6,421-98.5% | $1,945-95.1% |