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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Advisory (Participants) | $17,621 |
NATIONWIDE9 years Service code 26 | Advisory (Participants) | $17,621 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,819 | $112,932-32.9% | $103,065-26.4% | $74,478+1.8% |
| Participation rate | 96.7% | 80.8%+15.9pp | 80.6%+16.1pp | 67.2%+29.5pp |
| Annual return | 14.40% | 23.24%-8.8pp | 23.95%-9.6pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $8,780 | $4,881+79.9% | $4,675+87.8% | $2,626+234.3% |
| Participant deferral / active EE | $4,734 | $7,279-35.0% | $6,625-28.6% | $4,350+8.8% |
| Admin fee / account holder | $234 | $1,707-86.3% | $9,349-97.5% | $1,946-88.0% |