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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL3+ years Service code 28 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $28,033 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 | Contract Administrator; Recordkeeping... | $25,799 |
LUTTNER FINANCIAL GROUP3+ years Service code 27 244 BLVD OF THE ALLIES · PITTSBURGH, PA 15213 | Advisory (Plan) | $22,427 |
ADVISORTRUST1 year Service code 18 · EIN 46-4091337 | Custodial (other than securities); Di... | $5,602 |
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.
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 | $75,246 | $67,602+11.3% | $82,312-8.6% | $70,126+7.3% |
| Participation rate | 95.8% | 72.8%+23.0pp | 76.9%+18.9pp | 69.5%+26.2pp |
| Annual return | -32.98% | 21.57%-54.6pp | 25.88%-58.9pp | 73.15%-106.1pp |
| Employer contribution / active EE | $7,891 | $1,755+349.6% | $2,428+224.9% | $2,343+236.8% |
| Participant deferral / active EE | $6,330 | $2,987+111.9% | $3,706+70.8% | $3,332+90.0% |
| Admin fee / account holder | $827 | $4,512-81.7% | $5,608-85.3% | $4,645-82.2% |