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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL2 years Service code 28 · EIN 23-2829742 | Investment Management | $8,379 |
PCS RETIREMENT, LLC2 years Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $6,584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,304 | $53,901-66.0% | $134,162-86.4% | $73,497-75.1% |
| Participation rate | 29.4% | 62.8%-33.4pp | 72.2%-42.8pp | 70.7%-41.3pp |
| Annual return | 11.10% | 15.82%-4.7pp | 36.35%-25.2pp | 28.51%-17.4pp |
| Employer contribution / active EE | $71 | $1,458-95.1% | $3,705-98.1% | $2,270-96.9% |
| Participant deferral / active EE | $882 | $2,739-67.8% | $3,500-74.8% | $3,740-76.4% |
| Admin fee / account holder | $299 | $581-48.5% | $6,685-95.5% | $513-41.7% |