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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL, INC. Service code 28 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $14,967 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $6,437 |
Filed as: STRATEGIC WEALTH MANAGEMENT GROUP Service code 27 250 WEST 57TH STREET · NEW YORK, NY 10107 | Advisory (Plan) | $5,987 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,461 | $63,924-44.5% | $108,582-67.3% | $55,167-35.7% |
| Participation rate | 45.5% | 74.3%-28.9pp | 79.6%-34.1pp | 69.0%-23.5pp |
| Annual return | 11.76% | 15.31%-3.5pp | -51.70%+63.5pp | 169.23%-157.5pp |
| Employer contribution / active EE | $1,057 | $1,879-43.7% | $3,758-71.9% | $1,963-46.1% |
| Participant deferral / active EE | $3,439 | $3,067+12.1% | $4,311-20.2% | $3,054+12.6% |
| Admin fee / account holder | $420 | $618-32.0% | $7,645-94.5% | $504-16.7% |