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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL3+ years Filed as: BRINKER HOLDINGS, INC Service code 13 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Contract Administrator | $25,779 |
Service code 13 1801 MARKET STREETSUITE 1000 · PHILADELPHIA, PA 19103 | Contract Administrator | $16,251 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,574 | $75,962-63.7% | $154,111-82.1% | $64,173-57.0% |
| Participation rate | 92.5% | 70.4%+22.1pp | 83.0%+9.4pp | 69.6%+22.9pp |
| Annual return | 6.90% | 30.32%-23.4pp | 735.18%-728.3pp | 7.63%-0.7pp |
| Employer contribution / active EE | $1,492 | $3,350-55.5% | $5,298-71.8% | $2,381-37.3% |
| Participant deferral / active EE | $3,675 | $3,175+15.8% | $5,081-27.7% | $3,470+5.9% |
| Admin fee / account holder | $356 | $5,589-93.6% | $13,411-97.3% | $4,887-92.7% |