Filed October 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC4 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $19,676 |
Service code 28 525 BIGHAM KNOLL DR · JACKSONVILLE, OR 97530 | Investment Management | $12,236 |
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 | $23,332 | $47,479-50.9% | $62,929-62.9% | $82,448-71.7% |
| Participation rate | 74.2% | 66.9%+7.4pp | 73.1%+1.1pp | 68.1%+6.2pp |
| Annual return | 12.69% | 20.34%-7.6pp | 1063.93%-1051.2pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,982 | $1,885+5.1% | $2,505-20.9% | $2,551-22.3% |
| Participant deferral / active EE | $3,106 | $2,870+8.2% | $3,888-20.1% | $4,139-25.0% |
| Admin fee / account holder | $266 | $3,804-93.0% | $5,065-94.7% | $7,234-96.3% |