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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT Service code 12 · EIN 23-3038464 | Contract Administrator; Consulting (p... | $15,735 |
Filed as: PRIVATE ADVISORY GROUP LLC Service code 27 12459 S 300 E · DRAPER, UT 84020 | Advisory (Plan) | $11,064 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,970 | $59,456-19.3% | $93,681-48.8% | $74,400-35.5% |
| Participation rate | 57.3% | 59.6%-2.4pp | 68.7%-11.5pp | 67.2%-9.9pp |
| Annual return | 20.70% | 82.00%-61.3pp | 133.47%-112.8pp | 1367.51%-1346.8pp |
| Employer contribution / active EE | $2,278 | $1,266+80.0% | $2,422-5.9% | $2,624-13.2% |
| Participant deferral / active EE | $4,743 | $3,052+55.4% | $4,415+7.4% | $4,348+9.1% |
| Admin fee / account holder | $251 | $3,026-91.7% | $8,290-97.0% | $1,944-87.1% |