Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE BENEFITS GROUP, LLC1+ years Filed as: LS BENEFITS GROUP Service code 27 7755 PARAGON ROAD · DAYTON, OH 45459 | Advisory (Plan) | $15,921 |
BRINKER CAPITAL1+ years Service code 28 · EIN 23-2829742 | Investment Management | $13,647 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $11,597 |
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.)
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 | $68,874 | $39,245+75.5% | $64,105+7.4% | $52,331+31.6% |
| Participation rate | 34.5% | 58.2%-23.7pp | 68.2%-33.7pp | 68.1%-33.6pp |
| Annual return | -1.91% | 14.79%-16.7pp | 791.24%-793.2pp | 4.54%-6.5pp |
| Employer contribution / active EE | $964 | $736+31.0% | $1,820-47.0% | $1,882-48.8% |
| Participant deferral / active EE | $2,240 | $1,992+12.5% | $2,822-20.6% | $3,022-25.9% |
| Admin fee / account holder | $607 | $592+2.4% | $4,499-86.5% | $592+2.5% |