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| 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 | $81,233+85.9% | $155,567-2.9% | $80,874+86.7% |
| Participation rate | 91.9% | 66.2%+25.6pp | 78.2%+13.7pp | 67.6%+24.2pp |
| Annual return | 17.94% | 33.33%-15.4pp | 64.74%-46.8pp | 35.62%-17.7pp |
| Employer contribution / active EE | $3,431 | $3,101+10.7% | $4,674-26.6% | $2,756+24.5% |
| Participant deferral / active EE | $6,999 | $3,452+102.7% | $5,628+24.4% | $4,297+62.9% |
| Admin fee / account holder | $536 | $7,998-93.3% | $15,916-96.6% | $6,935-92.3% |