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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC4 years Service code 13 · EIN 23-3038464 | Contract Administrator | $32,457 |
Filed as: FIDELITY BANK-TRUST COMPANY OF NORT Service code 27 100 WEST CHATHAM STREET · CARY, NC 27511 | Advisory (Plan) | $25,112 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,556 | $89,123-37.7% | $102,460-45.8% | $77,762-28.6% |
| Participation rate | 76.7% | 80.9%-4.2pp | 76.5%+0.2pp | 70.6%+6.2pp |
| Annual return | 10.83% | 25.05%-14.2pp | 29.47%-18.6pp | 31.27%-20.4pp |
| Employer contribution / active EE | $886 | $2,700-67.2% | $3,025-70.7% | $2,728-67.5% |
| Participant deferral / active EE | $2,299 | $5,148-55.3% | $5,056-54.5% | $4,651-50.6% |
| Admin fee / account holder | $162 | $236-31.4% | $9,460-98.3% | $433-62.6% |