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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL1+ years Filed as: ORION INVESTMENT ADVISORS, LLC Service code 16 2010 CORPORATE RIDGE #560 · MCLEAN, VA 22102 | Consulting | $20,380 |
METLIFE LIFE INSURANCE COMPANY1+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $4,757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,222 | $36,916-7.3% | $156,551-78.1% | $57,658-40.6% |
| Participation rate | 37.4% | 63.4%-26.0pp | 84.0%-46.6pp | 70.2%-32.8pp |
| Annual return | 1.18% | 12.38%-11.2pp | 32.23%-31.0pp | 5.13%-4.0pp |
| Employer contribution / active EE | $582 | $1,571-62.9% | $5,501-89.4% | $1,974-70.5% |
| Participant deferral / active EE | $978 | $1,926-49.2% | $4,871-79.9% | $3,061-68.0% |
| Admin fee / account holder | $128 | $82+55.5% | $13,028-99.0% | $95+35.7% |