Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC3 years Service code 15 · EIN 23-3038464 | Recordkeeping | $47,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,820 | $46,464-42.3% | $150,298-82.2% | $79,634-66.3% |
| Participation rate | 41.0% | 57.0%-16.0pp | 77.8%-36.8pp | 62.5%-21.5pp |
| Annual return | 21.61% | 27.89%-6.3pp | 62.79%-41.2pp | 36.46%-14.8pp |
| Employer contribution / active EE | $1,062 | $1,512-29.8% | $4,154-74.4% | $2,529-58.0% |
| Participant deferral / active EE | $1,774 | $2,157-17.7% | $5,453-67.5% | $3,835-53.7% |
| Admin fee / account holder | $240 | $891-73.1% | $14,116-98.3% | $1,002-76.1% |