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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL, INC. Service code 28 · EIN 23-2829742 | Investment Management | $26,361 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $18,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,176 | $70,917-19.4% | $98,916-42.2% | $73,493-22.2% |
| Participation rate | 69.2% | 73.8%-4.6pp | 76.0%-6.8pp | 70.7%-1.5pp |
| Annual return | 17.07% | 34.18%-17.1pp | 196.45%-179.4pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,460 | $2,037-28.3% | $2,689-45.7% | $2,270-35.7% |
| Participant deferral / active EE | $2,307 | $3,501-34.1% | $4,245-45.6% | $3,740-38.3% |
| Admin fee / account holder | $411 | $535-23.1% | $6,642-93.8% | $513-19.8% |