Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $6,483 |
BRINKER CAPITAL1 year Service code 28 · EIN 23-2829742 | Investment Management | $4,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,411 | $55,453-10.9% | $170,435-71.0% | $62,293-20.7% |
| Participation rate | 48.3% | 66.4%-18.1pp | 83.6%-35.3pp | 69.5%-21.2pp |
| Annual return | 12.79% | 21.38%-8.6pp | 205.94%-193.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $174 | $2,164-92.0% | $5,432-96.8% | $2,042-91.5% |
| Participant deferral / active EE | $1,418 | $2,303-38.4% | $4,939-71.3% | $3,169-55.3% |
| Admin fee / account holder | $252 | $455-44.6% | $13,881-98.2% | $479-47.4% |