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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 | Recordkeeping fees; Recordkeeping and... | $16,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,643 | $26,549+117.1% | $61,399-6.1% | $66,930-13.9% |
| Participation rate | 33.6% | 38.1%-4.5pp | 52.6%-18.9pp | 69.8%-36.2pp |
| Annual return | -16.33% | -16.21%-0.1pp | 338.81%-355.1pp | 1.57%-17.9pp |
| Employer contribution / active EE | $618 | $651-5.1% | $1,159-46.7% | $2,545-75.7% |
| Participant deferral / active EE | $952 | $1,338-28.9% | $2,124-55.2% | $4,238-77.5% |
| Admin fee / account holder | $201 | $409-50.7% | $2,131-90.5% | $593-66.0% |