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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2 years Service code 15 · EIN 23-3038464 | Recordkeeping | $39,831 |
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 | $20,104 | $50,919-60.5% | $155,556-87.1% | $77,762-74.1% |
| Participation rate | 37.0% | 63.1%-26.1pp | 78.2%-41.2pp | 70.6%-33.6pp |
| Annual return | 13.76% | 34.84%-21.1pp | 64.84%-51.1pp | 31.27%-17.5pp |
| Employer contribution / active EE | $889 | $1,991-55.4% | $4,675-81.0% | $2,728-67.4% |
| Participant deferral / active EE | $1,504 | $2,824-46.7% | $5,631-73.3% | $4,651-67.7% |
| Admin fee / account holder | $216 | $437-50.4% | $15,885-98.6% | $433-50.0% |