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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $106,541 |
Filed as: DIMEO SCHNEIDER AND ASSOCIATES LLC Service code 16 · EIN 36-4001764 | Consulting | $31,804 |
BRINKER CAPITAL4+ years Filed as: ORION INVESTMENT ADVISORS, LLC Service code 16 · EIN 26-4041826 | Consulting | $9,998 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $70,043 | $70,083-0.1% | $59,887+17.0% | $55,725+25.7% |
| Participation rate | 64.8% | 78.4%-13.6pp | 74.7%-9.9pp | 70.9%-6.1pp |
| Annual return | -4.10% | 3.13%-7.2pp | 3.46%-7.6pp | 244.93%-249.0pp |
| Employer contribution / active EE | $3,047 | $2,878+5.9% | $2,722+11.9% | $2,078+46.6% |
| Participant deferral / active EE | $4,553 | $3,079+47.9% | $3,402+33.8% | $3,356+35.7% |
| Admin fee / account holder | $232 | $70+229.7% | $3,591-93.5% | $115+101.2% |