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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL1+ years Service code 28 · EIN 23-2829742 | Investment Management | $37,831 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $5,133 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,020 | $72,770-13.4% | $67,652-6.8% | $55,191+14.2% |
| Participation rate | 68.8% | 78.8%-10.0pp | 75.7%-6.9pp | 69.2%-0.4pp |
| Annual return | -0.80% | -3.26%+2.5pp | 6625.04%-6625.8pp | 10.78%-11.6pp |
| Employer contribution / active EE | $676 | $1,769-61.8% | $2,266-70.2% | $1,899-64.4% |
| Participant deferral / active EE | $2,952 | $3,408-13.4% | $3,560-17.1% | $3,046-3.1% |
| Admin fee / account holder | $327 | $79+315.5% | $4,821-93.2% | $91+260.7% |