Filed November 17, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL2+ years Filed as: BRINKER CAPITAL, INC. Service code 28 · EIN 23-2829742 | Investment Management | $79,559 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.16% | 5.13%+1.0pp | 4.74%+1.4pp | 7.18%-1.0pp |
| Employer contribution / active EE | $10,234 | $14,689-30.3% | $36,089-71.6% | $13,095-21.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |