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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ENHANCEMENT GROUP Service code 27 · EIN 25-1503421 | Advisory (Plan) | $6,476 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $5,380 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,533 | $167,352-60.8% | $143,788-54.4% | $134,509-51.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -16.49% | 0.47%-17.0pp | -0.03%-16.5pp | 418.13%-434.6pp |
| Employer contribution / active EE | $1,408 | $5,620-74.9% | $4,952-71.6% | $4,741-70.3% |
| Participant deferral / active EE | $2,374 | $6,447-63.2% | $5,638-57.9% | $6,400-62.9% |
| Admin fee / account holder | $539 | $18,091-97.0% | $14,675-96.3% | $11,427-95.3% |