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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 13 · EIN 23-3038464 | Contract Administrator | $18,770 |
NEWSQUARE CAPITAL, LLC1 year Service code 27 16 CAMPUS BLVD · NEWTON SQUARE, PA 19073 | Advisory (Plan) | $3,669 |
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 | $32,205 | $76,112-57.7% | $96,534-66.6% | $71,511-55.0% |
| Participation rate | 97.9% | 74.4%+23.5pp | 76.0%+21.9pp | 67.9%+30.0pp |
| Annual return | 62.57% | 22.81%+39.8pp | 25.88%+36.7pp | 28.86%+33.7pp |
| Employer contribution / active EE | $7,574 | $2,248+236.9% | $2,965+155.4% | $2,589+192.5% |
| Participant deferral / active EE | $11,512 | $4,217+173.0% | $4,851+137.3% | $4,291+168.3% |
| Admin fee / account holder | $88 | $2,708-96.8% | $8,253-98.9% | $1,588-94.5% |