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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL, INC Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $37,947 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $30,266 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,685 | $122,042+8.7% | $184,260-28.0% | $74,459+78.2% |
| Participation rate | 98.6% | 85.5%+13.1pp | 86.8%+11.8pp | 67.2%+31.4pp |
| Annual return | 15.46% | 19.91%-4.4pp | 28.84%-13.4pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $8,308 | $4,537+83.1% | $6,427+29.2% | $2,626+216.4% |
| Participant deferral / active EE | $15,914 | $7,143+122.8% | $9,133+74.2% | $4,350+265.9% |
| Admin fee / account holder | $426 | $1,252-66.0% | $13,898-96.9% | $1,945-78.1% |