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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY1 year Filed as: LT TRUST Service code 12 · EIN 61-1607607 | Recordkeeping and information managem... | $167,057 |
FUTUREBENEFITS OF AMERICA6+ years Service code 13 · EIN 62-1751967 | Contract Administrator | $65,073 |
REDHAWK WEALTH ADVISORS6+ years Filed as: REDHAWK WEALTH ADVISORS INC Service code 26 7400 METRO BLVD, SUITE 400 · MINNEAPOLIS, MN 55439 | Advisory (Participants) | $36,261 |
Filed as: VERITY ASSET MANAGEMENT Service code 26 · EIN 56-1981693 | Advisory (Participants) | $35,675 |
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.)
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 | $39,454 | $127,481-69.1% | $149,715-73.6% | $90,274-56.3% |
| Participation rate | 30.6% | 78.2%-47.6pp | 82.5%-51.9pp | 73.4%-42.7pp |
| Annual return | 23.30% | 57.78%-34.5pp | 276.66%-253.4pp | 53.97%-30.7pp |
| Employer contribution / active EE | $778 | $3,448-77.4% | $4,645-83.2% | $2,523-69.2% |
| Participant deferral / active EE | $1,632 | $6,975-76.6% | $6,842-76.2% | $4,231-61.4% |
| Admin fee / account holder | $318 | $152+109.7% | $9,310-96.6% | $114+178.9% |