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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL HOLDINGS, INC. Service code 28 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $66,142 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $16,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $107,766 | $80,753+33.5% | $136,297-20.9% | $62,293+73.0% |
| Participation rate | 61.0% | 73.5%-12.5pp | 81.9%-20.9pp | 69.5%-8.5pp |
| Annual return | 12.96% | 35.83%-22.9pp | 5156.19%-5143.2pp | 28.90%-15.9pp |
| Employer contribution / active EE | $2,646 | $2,884-8.2% | $4,696-43.6% | $2,042+29.6% |
| Participant deferral / active EE | $6,355 | $5,164+23.1% | $6,247+1.7% | $3,169+100.5% |
| Admin fee / account holder | $887 | $525+68.7% | $9,244-90.4% | $479+85.0% |