Filed October 30, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL1+ years Filed as: ORION INVESTMENT ADVISORS LLC Service code 27 · EIN 26-4041826 | Advisory (Plan) | $21,672 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,994 |
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 | $60,348 | $70,002-13.8% | $115,038-47.5% | $52,331+15.3% |
| Participation rate | 86.3% | 72.1%+14.2pp | 81.4%+5.0pp | 68.1%+18.2pp |
| Annual return | 0.83% | 4.04%-3.2pp | 26.14%-25.3pp | 4.54%-3.7pp |
| Employer contribution / active EE | $4,540 | $2,715+67.2% | $4,608-1.5% | $1,882+141.3% |
| Participant deferral / active EE | $8,434 | $4,920+71.4% | $6,026+40.0% | $3,022+179.1% |
| Admin fee / account holder | $14 | $566-97.5% | $8,175-99.8% | $592-97.6% |