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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $49,781 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL, INC Service code 28 · EIN 22-2799756 | Investment Management | $28,242 |
Service code 27 8110 E. UNION, SUITE 700 · DENVER, CO 80237 | Advisory (Plan) | $14,121 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,390 | $45,382-55.1% | $154,114-86.8% | $75,289-72.9% |
| Participation rate | 20.7% | 65.9%-45.2pp | 83.0%-62.4pp | 72.4%-51.8pp |
| Annual return | -7.33% | -0.47%-6.9pp | 735.16%-742.5pp | -0.04%-7.3pp |
| Employer contribution / active EE | $436 | $1,533-71.6% | $5,298-91.8% | $2,405-81.9% |
| Participant deferral / active EE | $871 | $2,384-63.5% | $5,081-82.9% | $3,739-76.7% |
| Admin fee / account holder | $307 | $89+243.7% | $13,411-97.7% | $102+200.1% |