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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1+ years Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 | Recordkeeping fees; Recordkeeping and... | $209,726 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ABG CONSULTANTS Service code 15 · EIN 20-0828323 7090 SOUTH UNION PARK AVE · SALT LAKE CITY, UT 84047 | Recordkeeping | $74,916 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,348 | $55,347-86.7% | $120,574-93.9% | $199,960-96.3% |
| Participation rate | 87.3% | 52.9%+34.5pp | 71.9%+15.4pp | 72.0%+15.3pp |
| Annual return | 101.81% | 15.37%+86.4pp | 107.42%-5.6pp | 34.28%+67.5pp |
| Employer contribution / active EE | $1,050 | $1,296-19.0% | $3,471-69.8% | $3,036-65.4% |
| Participant deferral / active EE | $1,586 | $2,350-32.5% | $4,996-68.3% | $5,087-68.8% |
| Admin fee / account holder | $113 | $134-15.7% | $9,445-98.8% | $269-58.0% |