Filed January 16, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL4 years Service code 28 · EIN 22-2799756 1055 WESTLAKES DRIVE, SUITE 250 · BERWYN, PA 19312 | Investment Management | $20,589 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Participant communication; Consulting... | $17,222 |
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 | $34,026 | $65,378-48.0% | $87,103-60.9% | $65,186-47.8% |
| Participation rate | 88.6% | 75.3%+13.2pp | 76.9%+11.7pp | 70.2%+18.4pp |
| Annual return | 19.76% | 31.28%-11.5pp | 28.19%-8.4pp | 29.39%-9.6pp |
| Employer contribution / active EE | $780 | $1,823-57.2% | $2,521-69.1% | $2,177-64.2% |
| Participant deferral / active EE | $2,645 | $3,389-21.9% | $4,049-34.7% | $3,514-24.7% |
| Admin fee / account holder | $274 | $520-47.3% | $7,491-96.3% | $847-67.7% |