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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 | Recordkeeping fees; Consulting (gener... | $17,515 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 | Recordkeeping | $7,880 |
Service code 27 260 W BROADWAY AVE · JACKSON, WY 83001 | Advisory (Plan) | $7,005 |
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).
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 | $25,370 | $53,204-52.3% | $155,556-83.7% | $200,096-87.3% |
| Participation rate | 11.8% | 64.1%-52.3pp | 78.2%-66.4pp | 72.0%-60.2pp |
| Annual return | 8.60% | 41.02%-32.4pp | 64.84%-56.2pp | 34.26%-25.7pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $337 | $3,163-89.3% | $5,631-94.0% | $5,090-93.4% |
| Admin fee / account holder | $68 | $186-63.2% | $15,885-99.6% | $269-74.6% |