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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 | $100,262-87.5% | $81,370-84.6% | $145,897-91.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.05% | 34.52%-20.5pp | 24.85%-10.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $120,256 | $2,979+3937.1% | $2,464+4780.7% | $4,663+2479.2% |
| Participant deferral / active EE | $182,976 | $4,612+3867.2% | $3,885+4609.5% | $6,689+2635.4% |
| Admin fee / account holder | $527 | $8,163-93.5% | $5,749-90.8% | $13,390-96.1% |