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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREETSUITE 1000 · PHILADELPHIA, PA 19103 | Contract Administrator | $26,704 |
BRINKER CAPITAL4+ years Filed as: BRINKER HOLDINGS, INC Service code 13 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Contract Administrator | $17,324 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,269 | $52,961-39.1% | $172,755-81.3% | $65,185-50.5% |
| Participation rate | 93.1% | 66.2%+26.9pp | 82.6%+10.4pp | 70.2%+22.9pp |
| Annual return | 4.00% | 30.12%-26.1pp | 802.94%-798.9pp | 29.38%-25.4pp |
| Employer contribution / active EE | $1,474 | $2,190-32.7% | $5,144-71.3% | $2,177-32.3% |
| Participant deferral / active EE | $3,320 | $2,471+34.4% | $5,198-36.1% | $3,514-5.5% |
| Admin fee / account holder | $385 | $472-18.4% | $13,955-97.2% | $847-54.5% |