Filed January 16, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL2 years Service code 28 · EIN 22-2799756 1055 WESTLAKES DRIVE, SUITE 250 · BERWYN, PA 19312 | Investment Management | $29,479 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Participant communication; Consulting... | $8,512 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,512 | $64,909-42.2% | $82,312-54.4% | $62,293-39.8% |
| Participation rate | 89.9% | 74.9%+15.0pp | 76.9%+13.0pp | 69.5%+20.4pp |
| Annual return | 16.03% | 21.18%-5.2pp | 25.88%-9.8pp | 28.90%-12.9pp |
| Employer contribution / active EE | $949 | $1,676-43.4% | $2,428-60.9% | $2,042-53.5% |
| Participant deferral / active EE | $2,576 | $3,103-17.0% | $3,706-30.5% | $3,169-18.7% |
| Admin fee / account holder | $396 | $440-9.9% | $5,608-92.9% | $479-17.3% |