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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL7+ years Filed as: BRINKER HOLDINGS, INC Service code 13 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Contract Administrator | $39,616 |
Service code 13 1801 MARKET STREETSUITE 1000 · PHILADELPHIA, PA 19103 | Contract Administrator | $24,074 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,315 | $65,083-48.8% | $143,788-76.8% | $66,930-50.2% |
| Participation rate | 97.1% | 65.2%+31.9pp | 80.3%+16.8pp | 69.8%+27.3pp |
| Annual return | -15.19% | -11.13%-4.1pp | -0.03%-15.2pp | 1.57%-16.8pp |
| Employer contribution / active EE | $2,015 | $2,361-14.7% | $4,952-59.3% | $2,545-20.8% |
| Participant deferral / active EE | $4,504 | $2,920+54.3% | $5,638-20.1% | $4,238+6.3% |
| Admin fee / account holder | $354 | $502-29.6% | $14,675-97.6% | $593-40.4% |