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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 | $53,414 |
Filed as: PCS REITREMENT, LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $35,167 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS, LLC Service code 28 · EIN 32-0070947 | Investment Management | $22,892 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,244 | $47,135-40.1% | $149,717-81.1% | $74,440-62.1% |
| Participation rate | 56.0% | 63.4%-7.4pp | 78.8%-22.7pp | 70.7%-14.7pp |
| Annual return | 16.77% | 22.75%-6.0pp | 134.41%-117.6pp | 34.37%-17.6pp |
| Employer contribution / active EE | $1,331 | $1,906-30.2% | $4,820-72.4% | $2,638-49.5% |
| Participant deferral / active EE | $2,416 | $2,728-11.4% | $5,682-57.5% | $4,529-46.7% |
| Admin fee / account holder | $332 | $343-3.2% | $13,213-97.5% | $348-4.6% |