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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC4 years Filed as: PCS RETIREMENT Service code 15 · EIN 82-2384824 | Recordkeeping | $98,977 |
JORDAN & ASSOCIATES RETIREMENT SERV11+ years Service code 50 · EIN 68-0369583 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Direct Payment | $49,394 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,283 | $46,464-52.0% | $150,298-85.2% | $79,634-72.0% |
| Participation rate | 97.8% | 57.0%+40.8pp | 77.8%+20.0pp | 62.5%+35.3pp |
| Annual return | 12.85% | 27.89%-15.0pp | 62.79%-49.9pp | 36.46%-23.6pp |
| Employer contribution / active EE | $2,086 | $1,512+38.0% | $4,154-49.8% | $2,529-17.5% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $178 | $891-80.0% | $14,116-98.7% | $1,002-82.2% |