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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 | $24,296 |
16 funds hold $1.2M of the plan's $1.3M. From the 2024 filing. Recordkeeper: PCS Retirement.
Target-date series: Fidelity Freedom Index, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $972K | 81.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $84K | 7.0% |
| Standard Stability Fund I Manager not matched · Mutual fund | $29K | 2.5% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $27K | 2.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $14K | 1.2% |
| Real Estate Securities Fund R-6 Principal · Mutual fund | $14K | 1.2% |
| Fidelity Emerging Markets Fund Fidelity (FMR) · Mutual fund | $11K | 0.9% |
| Nomura Mid Cap Growth Fund Class R6 Macquarie / Nomura · Mutual fund | $9K | 0.7% |
| BlackRock Mid-Cap Value Fund Institutional BlackRock · Mutual fund | $8K | 0.7% |
| Parametric International Equity Fund Class R6 Morgan Stanley · Mutual fund | $7K | 0.6% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.