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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT Service code 15 · EIN 82-2384824 | Recordkeeping | $74,452 |
JORDAN & ASSOCIATES RETIREMENT SERV10+ years Service code 50 · EIN 68-0369583 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Direct Payment | $49,502 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,277 | $50,919-60.2% | $155,556-87.0% | $77,762-73.9% |
| Participation rate | 96.2% | 63.1%+33.1pp | 78.2%+17.9pp | 70.6%+25.6pp |
| Annual return | 7.93% | 34.84%-26.9pp | 64.84%-56.9pp | 31.27%-23.3pp |
| Employer contribution / active EE | $1,947 | $1,991-2.2% | $4,675-58.4% | $2,728-28.6% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $204 | $437-53.2% | $15,885-98.7% | $433-52.8% |