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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT, LLC. Service code 13 · EIN 23-3038464 | Contract Administrator | $44,994 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC CAPITAL ADVISORS Service code 27 20 SOUTH LIMESTONE STREET · SPRINGFIELD, OH 45502 | Advisory (Plan) | $17,866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,522 | $125,797-96.4% | $170,057-97.3% | $75,177-94.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -124.17% | 27.20%-151.4pp | 53.42%-177.6pp | 160.75%-284.9pp |
| Employer contribution / active EE | $20,817 | $4,616+351.0% | $6,790+206.6% | $2,671+679.4% |
| Participant deferral / active EE | $30,575 | $6,838+347.1% | $10,411+193.7% | $4,126+641.0% |
| Admin fee / account holder | $2,303 | $8,177-71.8% | $12,826-82.0% | $5,651-59.2% |