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| Provider | Service type | Compensation |
|---|---|---|
PANORAMA WEALTH STRATEGIES2 years Service code 27 20 B HAMPTON RD · EXETER, NH 03833 | Advisory (Plan) | $23,107 |
Service code 12 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Consulting (pension); Copying and dup... | $17,789 |
BRINKER CAPITAL4+ years Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $14,442 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,235 | $49,138+18.5% | $84,023-30.7% | $65,186-10.7% |
| Participation rate | 74.2% | 60.7%+13.5pp | 69.0%+5.2pp | 70.2%+4.0pp |
| Annual return | 17.77% | 23.00%-5.2pp | 71.32%-53.5pp | 29.39%-11.6pp |
| Employer contribution / active EE | $1,725 | $914+88.8% | $1,984-13.1% | $2,177-20.8% |
| Participant deferral / active EE | $3,352 | $2,397+39.8% | $3,239+3.5% | $3,514-4.6% |
| Admin fee / account holder | $488 | $543-10.1% | $6,102-92.0% | $847-42.4% |