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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS, LLC Service code 28 · EIN 22-2799756 | Investment Management | $35,794 |
Filed as: PC RETIREMENT, LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $34,794 |
Service code 27 520 KIRKLAND WAY. STE.300 · KIRKLAND, WA 98033 | Advisory (Plan) | $14,124 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,236 | $82,163-63.2% | $125,381-75.9% | $64,819-53.4% |
| Participation rate | 85.1% | 77.9%+7.2pp | 82.4%+2.7pp | 71.5%+13.6pp |
| Annual return | -14.34% | 3.49%-17.8pp | 572.31%-586.6pp | 32.84%-47.2pp |
| Employer contribution / active EE | $994 | $3,616-72.5% | $4,815-79.4% | $2,507-60.3% |
| Participant deferral / active EE | $955 | $7,175-86.7% | $7,448-87.2% | $4,311-77.8% |
| Admin fee / account holder | $217 | $163+33.3% | $10,007-97.8% | $188+15.8% |