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| Provider | Service type | Compensation |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC2+ years Service code 27 · EIN 41-2212501 161 WASHINGTON STREET, SUITE 1500 · CONSHOHOCKEN, PA 19428 | Advisory (Plan) | $28,206 |
MATRIX TRUST COMPANY2+ years Service code 13 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Contract Administrator | $13,151 |
BRINKER CAPITAL2+ years Service code 18 · EIN 23-2829742 1055 WESTLAKES DR, STE 250 · BERWYN, PA 19312 | Custodial (securities); Custodial (ot... | $11,373 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 10.03% | 10.93%-0.9pp | 10.16%-0.1pp | 13.95%-3.9pp |
| Employer contribution / active EE | $1,511 | $10,209-85.2% | $33,192-95.4% | $16,598-90.9% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |