Filed October 30, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL2+ years Filed as: ORION INVESTMENT ADVISORS LLC Service code 27 · EIN 26-4041826 | Advisory (Plan) | $21,872 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,140 |
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 | $58,980 | $75,183-21.6% | $123,894-52.4% | $55,167+6.9% |
| Participation rate | 89.9% | 72.8%+17.0pp | 81.4%+8.5pp | 69.0%+20.9pp |
| Annual return | 9.39% | 19.01%-9.6pp | 47.52%-38.1pp | 169.23%-159.8pp |
| Employer contribution / active EE | $4,858 | $2,823+72.1% | $4,617+5.2% | $1,963+147.5% |
| Participant deferral / active EE | $8,606 | $5,084+69.3% | $5,984+43.8% | $3,054+181.8% |
| Admin fee / account holder | $13 | $663-98.1% | $8,357-99.8% | $504-97.5% |