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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT LLC Service code 37 · EIN 23-3038464 | Loan Processing | $16,592 |
NEWSQUARE CAPITAL, LLC6 years Filed as: NEWSQUARE CAPITAL LLC Service code 27 · EIN 27-1238163 | Advisory (Plan) | $15,088 |
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 | $40,833 | $78,562-48.0% | $105,608-61.3% | $74,429-45.1% |
| Participation rate | 93.0% | 72.8%+20.2pp | 75.3%+17.7pp | 67.2%+25.8pp |
| Annual return | 9.22% | 15.94%-6.7pp | 116.50%-107.3pp | 1368.38%-1359.2pp |
| Employer contribution / active EE | $1,179 | $2,521-53.2% | $3,167-62.8% | $2,625-55.1% |
| Participant deferral / active EE | $3,777 | $4,321-12.6% | $5,010-24.6% | $4,348-13.1% |
| Admin fee / account holder | $137 | $2,217-93.8% | $11,028-98.8% | $1,944-93.0% |