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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC4 years Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $16,542 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $5,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,128 | $93,351-70.9% | $62,929-56.9% | $79,634-65.9% |
| Participation rate | 52.9% | 74.6%-21.7pp | 73.1%-20.2pp | 62.5%-9.6pp |
| Annual return | 14.82% | 14.37%+0.5pp | 1063.93%-1049.1pp | 36.46%-21.6pp |
| Employer contribution / active EE | $818 | $3,135-73.9% | $2,505-67.3% | $2,529-67.7% |
| Participant deferral / active EE | $1,850 | $3,921-52.8% | $3,888-52.4% | $3,835-51.8% |
| Admin fee / account holder | $138 | $229-39.6% | $5,065-97.3% | $1,002-86.2% |