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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $17,811 |
MAGNUS FINANCIAL GROUP LLC6 years Filed as: MAGNUS FINANCIAL GROUP Service code 27 210 NORTH STATE LINE AVENUE · TEXARKANA, AR 71854 | Advisory (Plan) | $10,999 |
BRINKER CAPITAL8+ years Filed as: BRINKER CAPITAL, INC. Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $2,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,654 | $37,463+16.5% | $77,100-43.4% | $66,949-34.8% |
| Participation rate | 40.7% | 52.9%-12.2pp | 67.9%-27.2pp | 69.8%-29.1pp |
| Annual return | -12.73% | -3.25%-9.5pp | 42.35%-55.1pp | 1.57%-14.3pp |
| Employer contribution / active EE | $1,096 | $1,535-28.6% | $2,815-61.1% | $2,545-56.9% |
| Participant deferral / active EE | $1,739 | $2,621-33.7% | $4,430-60.7% | $4,239-59.0% |
| Admin fee / account holder | $477 | $568-16.0% | $5,443-91.2% | $594-19.6% |