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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $12,169 |
BRINKER CAPITAL4 years Service code 28 · EIN 23-2829742 | Investment Management | $9,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $36,920 | $58,888-37.3% | $178,498-79.3% | $73,493-49.8% |
| Participation rate | 36.6% | 66.2%-29.6pp | 81.9%-45.3pp | 70.7%-34.0pp |
| Annual return | 9.49% | 24.86%-15.4pp | 151.09%-141.6pp | 28.51%-19.0pp |
| Employer contribution / active EE | $149 | $2,236-93.3% | $5,011-97.0% | $2,270-93.4% |
| Participant deferral / active EE | $1,093 | $2,568-57.4% | $5,202-79.0% | $3,740-70.8% |
| Admin fee / account holder | $425 | $400+6.3% | $13,985-97.0% | $513-17.1% |