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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT Service code 12 · EIN 23-3038464 | Recordkeeping fees; Participant commu... | $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 | $59,448-19.3% | $93,696-48.8% | $74,459-35.6% |
| Participation rate | 57.3% | 59.6%-2.4pp | 68.7%-11.5pp | 67.2%-10.0pp |
| Annual return | 20.70% | 82.11%-61.4pp | 133.74%-113.0pp | 1369.70%-1349.0pp |
| Employer contribution / active EE | $2,278 | $1,266+79.9% | $2,422-5.9% | $2,626-13.2% |
| Participant deferral / active EE | $4,743 | $3,052+55.4% | $4,417+7.4% | $4,350+9.0% |
| Admin fee / account holder | $251 | $3,027-91.7% | $8,287-97.0% | $1,945-87.1% |