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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL8+ years Service code 51 1055 WEST LAKES DRIVE · BERWYN, PA 19312 | Investment Mgmt Fees | $128,913 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 11 200 DRYDEN RD · DRESHER, PA 19025 | Actuarial | $17,870 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $565,817-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 5.6%-5.6pp |
| Annual return | -15.90% | -15.92%0pp | -8.79%-7.1pp | 39.77%-55.7pp |
| Employer contribution / active EE | $0 | $30,693-100.0% | $43,463-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $866-100.0% | $62-100.0% |