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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL2 years Service code 28 · EIN 23-2829742 | Investment Management | $18,904 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $16,789 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,251 | $47,977-14.0% | $154,111-73.2% | $56,287-26.7% |
| Participation rate | 46.7% | 66.2%-19.4pp | 83.0%-36.3pp | 69.9%-23.1pp |
| Annual return | -4.73% | 3.54%-8.3pp | 735.18%-739.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $183 | $2,169-91.5% | $5,298-96.5% | $2,111-91.3% |
| Participant deferral / active EE | $1,613 | $2,392-32.6% | $5,081-68.3% | $3,350-51.9% |
| Admin fee / account holder | $585 | $438+33.4% | $13,411-95.6% | $521+12.2% |