Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CPS INVESTMENT ADVISORS5 years Service code 26 · EIN 59-2030217 | Advisory (Participants) | $88,328 |
PCS RETIREMENT, LLC2 years Filed as: PCS FINANCIAL SERVICES Service code 15 · EIN 27-1033755 | Recordkeeping | $58,693 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,996 | $66,004-71.2% | $81,820-76.8% | $77,714-75.6% |
| Participation rate | 95.6% | 65.8%+29.8pp | 72.4%+23.3pp | 70.6%+25.1pp |
| Annual return | 16.32% | 26.65%-10.3pp | 777.93%-761.6pp | 31.26%-14.9pp |
| Employer contribution / active EE | $1,631 | $2,375-31.3% | $2,915-44.0% | $2,727-40.2% |
| Participant deferral / active EE | $3,567 | $3,508+1.7% | $4,323-17.5% | $4,649-23.3% |
| Admin fee / account holder | $258 | $527-51.1% | $7,391-96.5% | $433-40.5% |