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 | $55,457-57.9% | $77,361-69.8% | $94,015-75.2% |
| Participation rate | 74.2% | 69.8%+4.4pp | 75.0%-0.7pp | 70.8%+3.4pp |
| Annual return | 12.69% | 15.57%-2.9pp | 1011.54%-998.8pp | 17.84%-5.2pp |
| Employer contribution / active EE | $1,982 | $2,255-12.1% | $2,990-33.7% | $2,790-29.0% |
| Participant deferral / active EE | $3,106 | $3,069+1.2% | $3,911-20.6% | $4,249-26.9% |
| Admin fee / account holder | $266 | $4,334-93.9% | $5,894-95.5% | $8,951-97.0% |