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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL2+ years Filed as: BRINKER HOLDINGS, INC Service code 13 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Contract Administrator | $20,534 |
Service code 13 1801 MARKET STREETSUITE 1000 · PHILADELPHIA, PA 19103 | Contract Administrator | $10,103 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,248 | $55,453-52.7% | $170,435-84.6% | $62,293-57.9% |
| Participation rate | 87.7% | 66.4%+21.4pp | 83.6%+4.1pp | 69.5%+18.2pp |
| Annual return | 10.11% | 21.38%-11.3pp | 205.94%-195.8pp | 28.90%-18.8pp |
| Employer contribution / active EE | $1,514 | $2,164-30.0% | $5,432-72.1% | $2,042-25.9% |
| Participant deferral / active EE | $3,321 | $2,303+44.2% | $4,939-32.8% | $3,169+4.8% |
| Admin fee / account holder | $295 | $455-35.1% | $13,881-97.9% | $479-38.4% |