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| Provider | Service type | Compensation |
|---|---|---|
NEWSQUARE CAPITAL, LLC3 years Service code 27 16 CAMPUS BLVD · NEWTON SQUARE, PA 19073 | Advisory (Plan) | $31,967 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT Service code 13 · EIN 23-3038464 | Contract Administrator | $16,598 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,494 | $103,024-38.4% | $112,040-43.3% | $79,634-20.3% |
| Participation rate | 97.1% | 80.6%+16.6pp | 76.5%+20.7pp | 62.5%+34.7pp |
| Annual return | 32.72% | 17.60%+15.1pp | 24.52%+8.2pp | 36.46%-3.7pp |
| Employer contribution / active EE | $8,081 | $3,015+168.0% | $2,954+173.6% | $2,529+219.5% |
| Participant deferral / active EE | $12,045 | $5,233+130.2% | $5,098+136.3% | $3,835+214.1% |
| Admin fee / account holder | $131 | $465-71.8% | $12,098-98.9% | $1,002-86.9% |