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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL1+ years Filed as: ORION INVESTMENT COMPANY Service code 28 · EIN 43-1237342 | Investment Management | $3,329 |
AMERITAS LIFE INSURANCE CORP1+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,639 | $45,566-78.8% | $64,105-85.0% | $59,633-83.8% |
| Participation rate | 55.9% | 60.2%-4.3pp | 68.2%-12.3pp | 68.7%-12.8pp |
| Annual return | -1.95% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,145 | $2,057-44.3% | $2,822-59.4% | $3,192-64.1% |
| Admin fee / account holder | $32 | $3,268-99.0% | $4,499-99.3% | $4,297-99.3% |