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| Provider | Service type | Compensation |
|---|---|---|
REDHAWK WEALTH ADVISORS4+ years Filed as: REDHAWK WEALTH ADVISORS INC Service code 27 7400 METRO BLVD, SUITE 400 · MINNEAPOLIS, MN 55439 | Advisory (Plan) | $189,746 |
FUTUREBENEFITS OF AMERICA4+ years Service code 13 · EIN 62-1751967 11177 HWY 70 SUITE 201 · ARLINGTON, TN 38002 | Contract Administrator | $120,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $478,952 | $88,874+438.9% | $123,549+287.7% | $75,289+536.1% |
| Participation rate | 2.8% | 75.9%-73.1pp | 82.3%-79.5pp | 72.4%-69.7pp |
| Annual return | -2.84% | 4.22%-7.1pp | 119.20%-122.0pp | -0.04%-2.8pp |
| Employer contribution / active EE | $801 | $3,256-75.4% | $4,628-82.7% | $2,405-66.7% |
| Participant deferral / active EE | $1,748 | $6,174-71.7% | $6,426-72.8% | $3,739-53.3% |
| Admin fee / account holder | $6,086 | $95+6338.1% | $9,284-34.4% | $102+5849.9% |