Filed October 9, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC6 years Service code 12 · EIN 23-3038464 | Participant loan processing; Claims p... | $110,514 |
BRINKER CAPITAL9 years Filed as: BRINKER CAPITAL, INC. Service code 28 · EIN 23-2829742 | Investment Management | $88,369 |
Filed as: BARNES DENNIG Service code 10 PO BOX 933309 · CLEVELAND, OH 44193 | Accounting | $16,609 |
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 | $88,641 | $89,123-0.5% | $102,460-13.5% | $77,762+14.0% |
| Participation rate | 87.4% | 80.9%+6.4pp | 76.5%+10.9pp | 70.6%+16.8pp |
| Annual return | 13.06% | 25.05%-12.0pp | 29.47%-16.4pp | 31.27%-18.2pp |
| Employer contribution / active EE | $2,664 | $2,700-1.3% | $3,025-11.9% | $2,728-2.3% |
| Participant deferral / active EE | $6,298 | $5,148+22.3% | $5,056+24.6% | $4,651+35.4% |
| Admin fee / account holder | $337 | $236+42.7% | $9,460-96.4% | $433-22.2% |