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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL SECURITIES Service code 18 · EIN 23-2797476 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Custodial (securities); Custodial (ot... | $30 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 27.7%-27.7pp |
| Annual return | -27.18% | -5.43%-21.7pp | 2.37%-29.6pp | 15.59%-42.8pp |
| Employer contribution / active EE | $0 | $27,414-100.0% | $17,538-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |