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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EVANS, BEEBE & FIELDS FINANCIAL GRO Service code 15 1683 WOODLANDS DRIVE · MAUMEE, OH 43537 | Recordkeeping | $97,478 |
PCS RETIREMENT, LLC1 year Service code 13 · EIN 23-3038464 | Contract Administrator | $37,791 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS, LLC Service code 28 · EIN 32-0070947 | Investment Management | $294 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,322 | $50,919-38.5% | $155,556-79.9% | $77,762-59.7% |
| Participation rate | 60.0% | 63.1%-3.1pp | 78.2%-18.2pp | 70.6%-10.6pp |
| Annual return | 13.06% | 34.84%-21.8pp | 64.84%-51.8pp | 31.27%-18.2pp |
| Employer contribution / active EE | $1,472 | $1,991-26.1% | $4,675-68.5% | $2,728-46.0% |
| Participant deferral / active EE | $2,642 | $2,824-6.5% | $5,631-53.1% | $4,651-43.2% |
| Admin fee / account holder | $381 | $437-12.7% | $15,885-97.6% | $433-11.9% |