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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT Service code 13 · EIN 23-3038464 | Contract Administrator | $57,213 |
Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 99 · EIN 27-3188744 | Other Fees | $14,861 |
SOLTIS INVESTMENT ADVISORS9 years Service code 99 20 N MAIN ST. · ST. GEORGE, UT 84770 | Other Fees | $14,027 |
SQUIRE PATTON BOGGS (US) LLP7 years Filed as: SQUIRE & COMPANY Service code 10 · EIN 87-0343246 | Accounting | $9,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,342 | $55,470-2.0% | $155,556-65.1% | $74,478-27.0% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.7pp | 67.2%+29.7pp |
| Annual return | 9.60% | 269.80%-260.2pp | 64.84%-55.2pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $5,058 | $2,267+123.2% | $4,675+8.2% | $2,626+92.6% |
| Participant deferral / active EE | $3,741 | $2,838+31.8% | $5,631-33.6% | $4,350-14.0% |
| Admin fee / account holder | $299 | $1,744-82.9% | $15,885-98.1% | $1,946-84.6% |