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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $27,030 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $6,426 |
BRINKER CAPITAL1+ years Service code 27 1055 WESTLAKES DRIVE SUITE 250 · BERWYN, PA 19312 | Advisory (Plan) | $4,700 |
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.
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,762 | $37,196-65.7% | $154,111-91.7% | $55,725-77.1% |
| Participation rate | 12.4% | 64.1%-51.7pp | 83.0%-70.6pp | 70.9%-58.4pp |
| Annual return | 0.14% | 1319.68%-1319.5pp | 735.18%-735.0pp | 244.93%-244.8pp |
| Employer contribution / active EE | $268 | $1,614-83.4% | $5,298-94.9% | $2,078-87.1% |
| Participant deferral / active EE | $407 | $2,068-80.3% | $5,081-92.0% | $3,356-87.9% |
| Admin fee / account holder | $368 | $102+261.9% | $13,411-97.3% | $115+219.2% |