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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 2403 MOORES LN · TEXARKANA, TX 75503 | Advisory (Plan) | $29,781 |
PCS RETIREMENT, LLC1 year Service code 13 · EIN 23-3038464 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $14,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,111 | $73,638-33.3% | $108,410-54.7% | $79,386-38.1% |
| Participation rate | 64.2% | 77.4%-13.2pp | 80.1%-16.0pp | 70.7%-6.6pp |
| Annual return | 12.11% | 33.27%-21.2pp | 905.27%-893.2pp | 116.85%-104.7pp |
| Employer contribution / active EE | $2,654 | $2,397+10.7% | $3,558-25.4% | $2,427+9.3% |
| Participant deferral / active EE | $2,570 | $6,218-58.7% | $6,563-60.8% | $4,046-36.5% |
| Admin fee / account holder | $563 | $638-11.8% | $7,295-92.3% | $626-10.2% |