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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2+ years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $97,277 |
SOLTIS INVESTMENT ADVISORS2+ years Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 27 20 N MAIN ST STE 400 · SAINT GEORGE, UT 84770 | Advisory (Plan) | $55,187 |
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 | $4,087 | $53,216-92.3% | $155,534-97.4% | $199,960-98.0% |
| Participation rate | 85.8% | 64.1%+21.7pp | 78.2%+7.6pp | 72.0%+13.8pp |
| Annual return | 14.54% | 41.18%-26.6pp | 64.92%-50.4pp | 34.28%-19.7pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $1,682 | $3,164-46.8% | $5,630-70.1% | $5,087-66.9% |
| Admin fee / account holder | $55 | $186-70.4% | $15,900-99.7% | $269-79.6% |