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| Provider | Service type | Compensation |
|---|---|---|
REDHAWK WEALTH ADVISORS3+ years Filed as: REDHAWK WEALTH ADVISORS INC Service code 27 7400 METRO BLVD, SUITE 400 · MINNEAPOLIS, MN 55439 | Advisory (Plan) | $165,802 |
FUTUREBENEFITS OF AMERICA3+ years Service code 13 · EIN 62-1751967 11177 HWY 70 SUITE 201 · ARLINGTON, TN 38002 | Contract Administrator | $102,971 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,187 | $96,458-54.2% | $136,298-67.6% | $77,958-43.3% |
| Participation rate | 40.1% | 75.4%-35.3pp | 81.9%-41.8pp | 71.6%-31.5pp |
| Annual return | 11.71% | 23.78%-12.1pp | 5156.27%-5144.6pp | 20.87%-9.2pp |
| Employer contribution / active EE | $1,076 | $3,144-65.8% | $4,696-77.1% | $2,310-53.4% |
| Participant deferral / active EE | $2,408 | $5,902-59.2% | $6,247-61.5% | $3,537-31.9% |
| Admin fee / account holder | $493 | $80+512.8% | $9,244-94.7% | $97+406.2% |