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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL SECURITIES Service code 18 · EIN 23-2797476 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Custodial (securities); Custodial (ot... | $18,938 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,984-100.0% | $75,030-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 5.6%-5.6pp |
| Annual return | -12.14% | -5.85%-6.3pp | -2.63%-9.5pp | 39.77%-51.9pp |
| Employer contribution / active EE | $0 | $11,714-100.0% | $29,813-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $18-100.0% | $8-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $838-100.0% | $62-100.0% |