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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 | $112,750-32.8% | $103,431-26.7% | $74,400+1.9% |
| Participation rate | 96.7% | 80.9%+15.8pp | 80.5%+16.1pp | 67.2%+29.5pp |
| Annual return | 14.40% | 23.22%-8.8pp | 23.92%-9.5pp | 1367.51%-1353.1pp |
| Employer contribution / active EE | $8,780 | $4,880+79.9% | $4,678+87.7% | $2,624+234.6% |
| Participant deferral / active EE | $4,734 | $7,289-35.1% | $6,625-28.5% | $4,348+8.9% |
| Admin fee / account holder | $234 | $1,702-86.2% | $9,412-97.5% | $1,944-88.0% |