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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC4 years Service code 12 · EIN 23-3038464 | Claims processing; Recordkeeping and ... | $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.
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 | $86,795-68.7% | $67,681-59.9% | $64,728-58.1% |
| Participation rate | 52.9% | 71.7%-18.7pp | 73.7%-20.8pp | 57.9%-5.0pp |
| Annual return | 14.82% | 12.58%+2.2pp | 590.58%-575.8pp | 49.38%-34.6pp |
| Employer contribution / active EE | $818 | $2,837-71.2% | $2,678-69.5% | $2,243-63.5% |
| Participant deferral / active EE | $1,850 | $3,430-46.1% | $3,976-53.5% | $2,729-32.2% |
| Admin fee / account holder | $138 | $238-41.9% | $6,100-97.7% | $1,145-87.9% |