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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL SECURITIES, LLC Service code 18 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Custodial (other than securities); Cu... | $8,330 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 18 · EIN 94-1687665 150 N. COLLEGE STREET · CHARLOTTE, NC 28255 | Investment management fees paid direc... | $3,890 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $38,981-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.6%-3.6pp |
| Annual return | 6.23% | 14.66%-8.4pp | 11.38%-5.2pp | 11.84%-5.6pp |
| Employer contribution / active EE | $1,380 | $10,832-87.3% | $18,467-92.5% | $17,339-92.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $71-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $786-100.0% | $409-100.0% |