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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4565 EAST GALBRAITH RD. · CINCINNATI, OH 45243 | Advisory (Plan) | $5,798 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL, INC Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $4,059 |
Service code 13 · EIN 46-4091337 | Contract Administrator | $3,876 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,450 | $50,666-77.4% | $76,657-85.1% | $65,185-82.4% |
| Participation rate | 87.0% | 68.8%+18.1pp | 72.1%+14.9pp | 70.2%+16.8pp |
| Annual return | 18.31% | 28.51%-10.2pp | 1166.74%-1148.4pp | 29.38%-11.1pp |
| Employer contribution / active EE | $762 | $1,575-51.6% | $2,303-66.9% | $2,177-65.0% |
| Participant deferral / active EE | $1,146 | $2,647-56.7% | $3,335-65.6% | $3,514-67.4% |
| Admin fee / account holder | $124 | $463-73.2% | $6,423-98.1% | $847-85.3% |