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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $29,509 |
Filed as: MAIN LINE RETIREMENT ADVISORS, LL Service code 28 2 O'BRIEN AVENUE · WHITEFISH, MT 59937 | Investment Management | $24,052 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,256 | $99,201-69.5% | $96,544-68.7% | $74,473-59.4% |
| Participation rate | 74.1% | 80.7%-6.6pp | 76.0%-1.9pp | 70.7%+3.4pp |
| Annual return | 49.39% | 22.40%+27.0pp | 25.88%+23.5pp | 34.36%+15.0pp |
| Employer contribution / active EE | $4,868 | $2,570+89.4% | $2,966+64.1% | $2,638+84.5% |
| Participant deferral / active EE | $10,080 | $4,938+104.1% | $4,851+107.8% | $4,530+122.5% |
| Admin fee / account holder | $177 | $225-21.1% | $8,254-97.9% | $347-48.9% |