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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL3 years Service code 28 · EIN 23-2829742 | Investment Management | $38,852 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Consulting (pension); Copying and dup... | $20,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,422 | $89,652-39.3% | $141,162-61.4% | $65,185-16.5% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.5%+2.8pp | 70.2%+15.0pp |
| Annual return | 21.11% | 32.79%-11.7pp | 71.39%-50.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $2,197 | $3,065-28.3% | $4,735-53.6% | $2,177+1.0% |
| Participant deferral / active EE | $5,466 | $5,691-4.0% | $6,709-18.5% | $3,514+55.5% |
| Admin fee / account holder | $368 | $569-35.2% | $10,261-96.4% | $847-56.5% |