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| Provider | Service type | Compensation |
|---|---|---|
FCG INVESTMENT COMPANY4 years Service code 26 · EIN 84-5006323 | Advisory (Participants) | $33,895 |
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT Service code 64 · EIN 27-1033755 | Recordkeeping Fees | $11,647 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,191 | $91,407-12.3% | $135,903-41.0% | $71,457+12.2% |
| Participation rate | 84.0% | 75.7%+8.3pp | 81.9%+2.1pp | 67.9%+16.0pp |
| Annual return | 12.49% | 29.90%-17.4pp | 68.23%-55.7pp | 28.85%-16.4pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,242 | $7,092-12.0% | $7,758-19.5% | $4,289+45.5% |
| Admin fee / account holder | $369 | $1,266-70.9% | $10,762-96.6% | $1,587-76.8% |