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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL4+ years Service code 51 1055 WEST LAKES DRIVE · BERWYN, PA 19312 | Investment Mgmt Fees | $80,339 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $336,864-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 4.7%-4.7pp |
| Annual return | 1.92% | -3.52%+5.4pp | -3.29%+5.2pp | -0.69%+2.6pp |
| Employer contribution / active EE | $3,205 | $14,733-78.2% | $36,762-91.3% | $16,786-80.9% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $6,121-100.0% | $124-100.0% |