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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 9450 SW GEMINI DR · BEAVERTON, OR 970087105 | Recordkeeping fees; Participant commu... | $40,126 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,804 | $53,165+8.7% | $86,235-33.0% | $74,473-22.4% |
| Participation rate | 72.2% | 64.9%+7.4pp | 69.0%+3.3pp | 70.7%+1.5pp |
| Annual return | 13.48% | 22.64%-9.2pp | 1170.03%-1156.6pp | 34.36%-20.9pp |
| Employer contribution / active EE | $1,385 | $1,210+14.5% | $2,381-41.8% | $2,638-47.5% |
| Participant deferral / active EE | $1,653 | $3,234-48.9% | $3,987-58.5% | $4,530-63.5% |
| Admin fee / account holder | $143 | $551-74.0% | $6,856-97.9% | $347-58.7% |