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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL9+ years Service code 51 1055 WEST LAKES DRIVE · BERWYN, PA 19312 | Investment Mgmt Fees | $69,221 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 11 200 DRYDEN RD · DRESHER, PA 19025 | Actuarial | $14,200 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $9,556,684-100.0% | $398,892-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 2.4%-2.4pp |
| Annual return | 65.13% | 10.29%+54.8pp | 8.56%+56.6pp | 22.81%+42.3pp |
| Employer contribution / active EE | $0 | $15,716-100.0% | $37,135-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $77,551-100.0% | $85,222-100.0% |