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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,332 | $48,795-52.2% | $65,493-64.4% | $84,808-72.5% |
| Participation rate | 74.2% | 67.0%+7.2pp | 73.1%+1.1pp | 68.3%+5.9pp |
| Annual return | 12.69% | 20.20%-7.5pp | 982.45%-969.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,982 | $1,930+2.7% | $2,574-23.0% | $2,631-24.7% |
| Participant deferral / active EE | $3,106 | $2,928+6.1% | $3,961-21.6% | $4,212-26.3% |
| Admin fee / account holder | $266 | $3,877-93.1% | $5,028-94.7% | $7,344-96.4% |