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| 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 | $65,960-71.2% | $81,882-76.8% | $77,762-75.6% |
| Participation rate | 95.6% | 65.8%+29.9pp | 72.4%+23.3pp | 70.6%+25.1pp |
| Annual return | 16.32% | 26.64%-10.3pp | 779.47%-763.2pp | 31.27%-15.0pp |
| Employer contribution / active EE | $1,631 | $2,375-31.3% | $2,916-44.1% | $2,728-40.2% |
| Participant deferral / active EE | $3,567 | $3,505+1.8% | $4,323-17.5% | $4,651-23.3% |
| Admin fee / account holder | $258 | $526-51.0% | $7,360-96.5% | $433-40.4% |