Brinker Capital Holdings, Inc.

79
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
79
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (34)
Average in Peer Group (75)
Highest in Peer Group (89)

Plan Description

Brinker Capital Holdings, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79. This plan is in the top 15% of plans for Account Balances and Salary Deferral. Brinker Capital Holdings, Inc. 401k Plan currently has over 100 active participants and over $22.7M in plan assets.

Did you know?

For the average 401k participant, the 10 point difference between this plan's BrightScope Rating (79) and the top rated plan (89) could equate to:
7
Additional years of work
37,067
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1055 Westlakes Drive Suite 250
  • Location
    Berwyn , PA
  • 19312-2410
  • Industry
    All Other Professional, Scientific, and Technical Services
  • Net Plan Assets
    $22,700,000
  • Total Participants
    190
  • Avg Account Balance
    $120,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
High Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Peer Group Plans

Company Rating
Nta 88.2
Acdi/Voca 82.9
Nathan Associates 80.2
Alexander & Associates Co. 79.5
Coastal Flow Measurement 77.9
Brailsford & Dunlavey 76.3
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

55

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Growth Stock 8%
75%
Columbia Select Large Cap Growth 7%
85%
Delaware Value 7%
57%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Maillie, Falconiero & Company, LLP

Articles and Questions

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