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| Provider | Service type | Compensation |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC10+ years Service code 51 · EIN 41-2212501 | Investment Mgmt Fees | $50,348 |
BRINKER CAPITAL10+ years Filed as: BRINKER CAPITAL INC. Service code 51 · EIN 23-2829742 | Investment Mgmt Fees | $27,833 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $282,424-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 27.9%-27.9pp | 2.9%-2.9pp |
| Annual return | 5.09% | 8.39%-3.3pp | 3.87%+1.2pp | 8.39%-3.3pp |
| Employer contribution / active EE | $4,902 | $18,340-73.3% | $28,590-82.9% | $18,340-73.3% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $13-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $8,735-100.0% | $200-100.0% |