Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FCG INVESTMENT COMPANY1 year Service code 26 · EIN 84-5006323 | Advisory (Participants) | $48,222 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 64 · EIN 27-1033755 | Recordkeeping Fees | $6,405 |
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 | $151,017 | $81,358+85.6% | $155,556-2.9% | $80,959+86.5% |
| Participation rate | 91.9% | 66.3%+25.6pp | 78.2%+13.6pp | 67.7%+24.2pp |
| Annual return | 17.94% | 33.39%-15.5pp | 64.84%-46.9pp | 35.67%-17.7pp |
| Employer contribution / active EE | $3,431 | $3,106+10.5% | $4,675-26.6% | $2,757+24.4% |
| Participant deferral / active EE | $6,999 | $3,455+102.5% | $5,631+24.3% | $4,300+62.7% |
| Admin fee / account holder | $536 | $7,994-93.3% | $15,885-96.6% | $6,925-92.3% |