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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TANGLEWOOD LEGACY ADVISORS LLC Service code 26 · EIN 11-3684591 | Advisory (Participants) | $7,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,429 | $49,451+12.1% | $79,580-30.3% | $66,938-17.2% |
| Participation rate | 33.9% | 61.3%-27.5pp | 69.5%-35.6pp | 69.8%-36.0pp |
| Annual return | -20.22% | 84.25%-104.5pp | 0.15%-20.4pp | 1.58%-21.8pp |
| Employer contribution / active EE | $1,159 | $1,266-8.5% | $2,413-52.0% | $2,545-54.5% |
| Participant deferral / active EE | $3,429 | $3,159+8.6% | $3,985-14.0% | $4,238-19.1% |
| Admin fee / account holder | $364 | $595-38.8% | $6,835-94.7% | $594-38.7% |