Filed October 9, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 23-3038464 | Recordkeeping fees; Claims processing... | $69,451 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL, INC. Service code 28 · EIN 23-2829742 | Investment Management | $54,108 |
MIDWEST FINANCIAL PARTNERS2 years Service code 27 4000 SMITH RD. · CINCINNATI, OH 45209 | Advisory (Plan) | $36,124 |
ADVISORTRUST2 years Service code 15 · EIN 46-4091337 | Recordkeeping | $20,172 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,375 | $69,305+56.4% | $82,312+31.7% | $69,631+55.6% |
| Participation rate | 83.4% | 80.3%+3.1pp | 76.9%+6.5pp | 70.7%+12.7pp |
| Annual return | 16.17% | 21.47%-5.3pp | 25.88%-9.7pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $2,487 | $1,887+31.8% | $2,428+2.4% | $2,032+22.4% |
| Participant deferral / active EE | $6,118 | $3,568+71.4% | $3,706+65.1% | $3,224+89.8% |
| Admin fee / account holder | $445 | $97+357.6% | $5,608-92.1% | $110+302.7% |