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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL5+ years Filed as: BRINKER HOLDINGS, INC Service code 13 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Contract Administrator | $30,240 |
Service code 13 1801 MARKET STREETSUITE 1000 · PHILADELPHIA, PA 19103 | Contract Administrator | $17,073 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,125 | $91,179-63.7% | $178,499-81.4% | $79,852-58.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 2.04% | 24.19%-22.2pp | 151.10%-149.1pp | 31.72%-29.7pp |
| Employer contribution / active EE | $2,164 | $3,256-33.5% | $5,011-56.8% | $2,471-12.4% |
| Participant deferral / active EE | $3,862 | $3,236+19.3% | $5,202-25.8% | $3,740+3.2% |
| Admin fee / account holder | $361 | $6,749-94.6% | $13,986-97.4% | $5,306-93.2% |