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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 | Claims processing; Consulting (genera... | $12,748 |
Filed as: ABG CONSULTANT Service code 27 · EIN 87-0364490 | Advisory (Plan) | $12,015 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,792 | $54,193-72.7% | $93,681-84.2% | $77,692-81.0% |
| Participation rate | 18.3% | 63.9%-45.7pp | 68.7%-50.5pp | 70.6%-52.3pp |
| Annual return | 25.03% | 30.54%-5.5pp | 133.47%-108.4pp | 31.25%-6.2pp |
| Employer contribution / active EE | $562 | $1,168-51.9% | $2,422-76.8% | $2,726-79.4% |
| Participant deferral / active EE | $938 | $3,144-70.2% | $4,415-78.8% | $4,648-79.8% |
| Admin fee / account holder | $165 | $576-71.3% | $8,290-98.0% | $431-61.7% |