Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $8,999 |
BRINKER CAPITAL1+ years Filed as: BRINKER CAPITAL, INC. Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $7,414 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,958 | $31,109-55.1% | $67,704-79.4% | $52,331-73.3% |
| Participation rate | 41.3% | 54.0%-12.7pp | 67.5%-26.2pp | 68.1%-26.8pp |
| Annual return | -0.70% | 23.70%-24.4pp | 25.41%-26.1pp | 4.54%-5.2pp |
| Employer contribution / active EE | $688 | $1,076-36.0% | $2,559-73.1% | $1,882-63.4% |
| Participant deferral / active EE | $929 | $1,970-52.9% | $3,585-74.1% | $3,022-69.3% |
| Admin fee / account holder | $210 | $466-55.0% | $4,255-95.1% | $592-64.6% |