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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL2+ years Service code 28 · EIN 23-2829742 | Investment Management | $25,526 |
Service code 28 520 KIRKLAND WAY · KIRKLAND, WA 98033 | Investment Management | $25,526 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $21,468 |
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 | $66,317 | $63,905+3.8% | $74,184-10.6% | $57,658+15.0% |
| Participation rate | 69.4% | 79.8%-10.3pp | 76.6%-7.2pp | 70.2%-0.8pp |
| Annual return | 6.68% | 60.60%-53.9pp | 17.74%-11.1pp | 5.13%+1.5pp |
| Employer contribution / active EE | $698 | $1,840-62.1% | $2,370-70.6% | $1,974-64.6% |
| Participant deferral / active EE | $3,068 | $3,448-11.0% | $3,550-13.6% | $3,061+0.2% |
| Admin fee / account holder | $352 | $91+286.0% | $5,586-93.7% | $95+271.9% |