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| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC4 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $46,807 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,469 |
BRINKER CAPITAL7 years Service code 28 · EIN 23-2829742 | Investment Management | $9,093 |
Filed as: NEW YORK LIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $4,597 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,007 | $54,517-19.3% | $75,972-42.1% | $74,495-40.9% |
| Participation rate | 92.5% | 60.3%+32.2pp | 69.1%+23.4pp | 67.2%+25.3pp |
| Annual return | 6.24% | 31.82%-25.6pp | 359.55%-353.3pp | 1364.94%-1358.7pp |
| Employer contribution / active EE | $2,726 | $1,777+53.4% | $2,685+1.5% | $2,623+3.9% |
| Participant deferral / active EE | $7,018 | $3,066+128.9% | $4,255+64.9% | $4,346+61.5% |
| Admin fee / account holder | $340 | $2,229-84.7% | $6,467-94.7% | $1,942-82.5% |