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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL6+ years Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $46,788 |
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 | Participant communication; Consulting... | $19,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,967 | $59,220+30.0% | $96,570-20.3% | $79,391-3.1% |
| Participation rate | 62.1% | 61.9%+0.2pp | 69.8%-7.7pp | 70.7%-8.6pp |
| Annual return | 11.07% | 27.08%-16.0pp | 37.79%-26.7pp | 116.88%-105.8pp |
| Employer contribution / active EE | $1,675 | $1,216+37.7% | $2,357-28.9% | $2,428-31.0% |
| Participant deferral / active EE | $3,472 | $2,948+17.8% | $3,849-9.8% | $4,046-14.2% |
| Admin fee / account holder | $599 | $659-9.1% | $6,182-90.3% | $627-4.4% |