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| Provider | Service type | Compensation |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC8+ years Service code 51 · EIN 41-2212501 | Investment Mgmt Fees | $59,680 |
BRINKER CAPITAL8+ years Filed as: BRINKER CAPITAL INC. Service code 51 · EIN 23-2829742 | Investment Mgmt Fees | $21,820 |
MATRIX TRUST COMPANY8+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $5,011 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 3.04% | 9.92%-6.9pp | 32.33%-29.3pp | 22.81%-19.8pp |
| Employer contribution / active EE | $2,220 | $16,139-86.2% | $33,956-93.5% | $18,290-87.9% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |