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| Provider | Service type | Compensation |
|---|---|---|
CORNERSTONE FINANCIAL GROUP6 years Service code 27 4565 EAST GALBRAITH RD. · CINCINNATI, OH 45243 | Advisory (Plan) | $16,022 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $14,531 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,524 | $100,147-87.5% | $81,286-84.6% | $145,877-91.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.05% | 34.44%-20.4pp | 24.80%-10.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $120,256 | $2,977+3939.3% | $2,463+4783.1% | $4,663+2479.0% |
| Participant deferral / active EE | $182,976 | $4,607+3871.4% | $3,883+4612.1% | $6,691+2634.8% |
| Admin fee / account holder | $527 | $8,201-93.6% | $5,764-90.9% | $13,402-96.1% |