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| Provider | Service type | Compensation |
|---|---|---|
ATLAS WEALTH MANAGEMENT1 year Service code 27 · EIN 45-4405037 | Advisory (Plan) | $8,992 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 12 · EIN 23-3038464 | Participant communication; Recordkeep... | $6,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,636 | $59,006-73.5% | $97,260-83.9% | $74,459-79.0% |
| Participation rate | 41.0% | 63.7%-22.7pp | 72.7%-31.7pp | 67.2%-26.2pp |
| Annual return | 22.71% | 16.04%+6.7pp | 75.54%-52.8pp | 1369.70%-1347.0pp |
| Employer contribution / active EE | $832 | $1,894-56.1% | $2,721-69.4% | $2,626-68.3% |
| Participant deferral / active EE | $1,574 | $3,671-57.1% | $4,262-63.1% | $4,350-63.8% |
| Admin fee / account holder | $140 | $1,974-92.9% | $5,640-97.5% | $1,945-92.8% |