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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Service code 15 · EIN 23-3038464 | Recordkeeping | $14,908 |
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 | $16,659 | $47,180-64.7% | $149,723-88.9% | $74,473-77.6% |
| Participation rate | 29.3% | 63.4%-34.1pp | 78.8%-49.4pp | 70.7%-41.4pp |
| Annual return | 32.09% | 22.75%+9.3pp | 134.50%-102.4pp | 34.36%-2.3pp |
| Employer contribution / active EE | $679 | $1,907-64.4% | $4,821-85.9% | $2,638-74.3% |
| Participant deferral / active EE | $1,183 | $2,730-56.7% | $5,682-79.2% | $4,530-73.9% |
| Admin fee / account holder | $87 | $343-74.8% | $13,215-99.3% | $347-75.0% |