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| Provider | Service type | Compensation |
|---|---|---|
NEWSQUARE CAPITAL, LLC2 years Service code 27 16 CAMPUS BLVD · NEWTON SQUARE, PA 19073 | Advisory (Plan) | $23,475 |
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT Service code 13 · EIN 23-3038464 | Contract Administrator | $6,034 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,565 | $79,223-28.6% | $102,460-44.8% | $74,478-24.1% |
| Participation rate | 98.5% | 74.8%+23.8pp | 76.5%+22.0pp | 67.2%+31.3pp |
| Annual return | 27.86% | 54.98%-27.1pp | 29.47%-1.6pp | 1370.56%-1342.7pp |
| Employer contribution / active EE | $10,957 | $2,363+363.7% | $3,025+262.2% | $2,626+317.2% |
| Participant deferral / active EE | $16,863 | $4,417+281.7% | $5,056+233.5% | $4,350+287.6% |
| Admin fee / account holder | $115 | $2,003-94.2% | $9,460-98.8% | $1,946-94.1% |