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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 (other than securities); Cu... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $158,848-100.0% | $158,848-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 13.3%-13.3pp | 39.2%-39.2pp |
| Annual return | -27.18% | 5.94%-33.1pp | 9.49%-36.7pp | 13.91%-41.1pp |
| Employer contribution / active EE | $0 | $32,004-100.0% | $24,351-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $0 | $28-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |