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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL2+ years Filed as: ORION INVESTMENT ADVISORS, LLC Service code 16 1430 SPRING HILL RD STE 320 · MCLEAN, VA 22102 | Consulting | $23,059 |
METLIFE LIFE INSURANCE COMPANY2+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $4,542 |
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 | $31,837 | $46,173-31.0% | $170,435-81.3% | $69,631-54.3% |
| Participation rate | 48.2% | 63.9%-15.7pp | 83.6%-35.4pp | 70.7%-22.5pp |
| Annual return | 11.91% | 21.62%-9.7pp | 205.94%-194.0pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $637 | $1,610-60.4% | $5,432-88.3% | $2,032-68.7% |
| Participant deferral / active EE | $1,088 | $2,080-47.7% | $4,939-78.0% | $3,224-66.2% |
| Admin fee / account holder | $116 | $1160% | $13,881-99.2% | $110+5.0% |