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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL2+ years Filed as: BRINKER CAPITAL, INC. Service code 28 1055 WESTLAKES DRIVE SUITE 250 · BERWYN, PA 19312 | Investment Management | $17,755 |
Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $12,094 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,015 | $52,467-73.3% | $57,196-75.5% | $55,167-74.6% |
| Participation rate | 49.7% | 75.8%-26.2pp | 75.3%-25.7pp | 69.0%-19.3pp |
| Annual return | 9.87% | 7.72%+2.2pp | 14.59%-4.7pp | 169.23%-159.4pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $635 | $2,830-77.6% | $3,096-79.5% | $3,054-79.2% |
| Admin fee / account holder | $176 | $269-34.7% | $3,141-94.4% | $504-65.1% |