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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL6 years Service code 28 · EIN 23-2829742 | Investment Management | $36,306 |
PCS RETIREMENT, LLC1 year Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $31,419 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,915 | $84,487-40.9% | $125,339-60.2% | $66,914-25.4% |
| Participation rate | 96.6% | 76.4%+20.1pp | 82.4%+14.2pp | 69.8%+26.7pp |
| Annual return | -18.23% | -8.39%-9.8pp | 572.05%-590.3pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,404 | $3,553-32.3% | $4,814-50.1% | $2,544-5.5% |
| Participant deferral / active EE | $6,334 | $6,781-6.6% | $7,446-14.9% | $4,237+49.5% |
| Admin fee / account holder | $273 | $685-60.1% | $10,010-97.3% | $593-54.0% |