Filed November 17, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL7+ years Filed as: BRINKER CAPITAL, INC. Service code 28 · EIN 23-2829742 | Investment Management | $236,419 |
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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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 12.55% | 11.84%+0.7pp | 8.95%+3.6pp | 13.24%-0.7pp |
| Employer contribution / active EE | $5,018 | $12,426-59.6% | $46,559-89.2% | $14,616-65.7% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |