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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $16,176 |
BRINKER CAPITAL2+ years Filed as: BRINKER CAPITAL, INC. Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $4,059 |
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).
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 | $13,023 | $32,425-59.8% | $74,577-82.5% | $55,167-76.4% |
| Participation rate | 40.9% | 54.0%-13.1pp | 68.1%-27.2pp | 69.0%-28.1pp |
| Annual return | 10.36% | 10.63%-0.3pp | 20.47%-10.1pp | 169.23%-158.9pp |
| Employer contribution / active EE | $703 | $1,043-32.6% | $2,525-72.2% | $1,963-64.2% |
| Participant deferral / active EE | $939 | $1,995-52.9% | $3,458-72.9% | $3,054-69.3% |
| Admin fee / account holder | $235 | $748-68.6% | $4,138-94.3% | $504-53.4% |