Filed November 17, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL3+ years Filed as: BRINKER CAPITAL, INC. Service code 28 · EIN 23-2829742 | Investment Management | $255,586 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.01% | 13.03%0pp | 10.36%+2.6pp | 23.90%-10.9pp |
| Employer contribution / active EE | $4,447 | $15,779-71.8% | $37,738-88.2% | $16,539-73.1% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |