Filed October 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $14,243 |
Service code 28 525 BIGHAM KNOLL DR · JACKSONVILLE, OR 97530 | Investment Management | $6,176 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,379 | $60,989-86.3% | $60,906-86.2% | $66,938-87.5% |
| Participation rate | 77.2% | 74.5%+2.7pp | 73.1%+4.1pp | 69.8%+7.4pp |
| Annual return | -22.21% | -9.60%-12.6pp | 16.94%-39.1pp | 1.58%-23.8pp |
| Employer contribution / active EE | $1,620 | $2,661-39.1% | $2,703-40.1% | $2,545-36.4% |
| Participant deferral / active EE | $1,651 | $3,615-54.3% | $3,814-56.7% | $4,238-61.0% |
| Admin fee / account holder | $131 | $338-61.3% | $3,227-95.9% | $594-77.9% |