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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL1+ years Service code 99 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Other Fees | $32,166 |
Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $10,296 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,846 | $39,245+44.8% | $64,105-11.3% | $52,331+8.6% |
| Participation rate | 63.6% | 58.2%+5.4pp | 68.2%-4.5pp | 68.1%-4.5pp |
| Annual return | -1.47% | 14.79%-16.3pp | 791.24%-792.7pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,051 | $736+42.7% | $1,820-42.3% | $1,882-44.2% |
| Participant deferral / active EE | $2,839 | $1,992+42.5% | $2,822+0.6% | $3,022-6.1% |
| Admin fee / account holder | $422 | $592-28.8% | $4,499-90.6% | $592-28.7% |