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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 | Claims processing; Consulting (pensio... | $24,285 |
Service code 27 260 W BROADWAY AVE · JACKSON, WY 83001 | Advisory (Plan) | $10,000 |
14 funds of $250K or more; 24 lines in all, holding $10.9M of the plan's $12.0M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $8.4M | 76.9% |
| Vanguard Growth ETF Vanguard · ETF Index | $608K | 5.6% |
| SPDR S&P 500 ETF Trust State Street (SSgA) · Collective trust Index | $511K | 4.7% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $418K | 3.8% |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF State Street (SSgA) · ETF Index | $303K | 2.8% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $270K | 2.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $200K | 1.8% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund Index | $54K | 0.5% |
| iShares Core Dividend Growth ETF BlackRock · ETF Index | $37K | 0.3% |
| Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares Vanguard · ETF Index | $27K | 0.3% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.