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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MAIN LINE RETIREMENT ADVISORS, LL Service code 28 2 O'BRIEN AVENUE · WHITEFISH, MT 59937 | Investment Management | $42,385 |
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $27,386 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,589 | $89,123-57.8% | $102,460-63.3% | $77,762-51.7% |
| Participation rate | 72.8% | 80.9%-8.2pp | 76.5%-3.8pp | 70.6%+2.2pp |
| Annual return | 9.05% | 25.05%-16.0pp | 29.47%-20.4pp | 31.27%-22.2pp |
| Employer contribution / active EE | $2,784 | $2,700+3.1% | $3,025-8.0% | $2,728+2.1% |
| Participant deferral / active EE | $8,496 | $5,148+65.0% | $5,056+68.0% | $4,651+82.7% |
| Admin fee / account holder | $227 | $236-3.9% | $9,460-97.6% | $433-47.6% |