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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 | $69,552 |
PORTFOLIO DESIGN SERVICES10+ years Service code 27 · EIN 72-1558055 | Advisory (Plan) | $16,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,998 | $90,064-53.4% | $100,415-58.2% | $77,762-46.0% |
| Participation rate | 69.6% | 81.3%-11.7pp | 81.5%-11.9pp | 70.6%-1.0pp |
| Annual return | 9.75% | 20.61%-10.9pp | 49.47%-39.7pp | 31.27%-21.5pp |
| Employer contribution / active EE | $1,358 | $3,043-55.4% | $3,943-65.6% | $2,728-50.2% |
| Participant deferral / active EE | $2,927 | $8,282-64.7% | $8,091-63.8% | $4,651-37.1% |
| Admin fee / account holder | $212 | $172+23.3% | $7,906-97.3% | $433-51.0% |