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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL2+ years Service code 28 · EIN 23-2829742 | Investment Management | $16,821 |
THE BENEFITS GROUP, LLC2+ years Filed as: LS BENEFITS GROUP Service code 27 7755 PARAGON ROAD · DAYTON, OH 45459 | Advisory (Plan) | $14,418 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $9,224 |
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 | $83,718 | $42,546+96.8% | $71,796+16.6% | $55,167+51.8% |
| Participation rate | 29.8% | 59.1%-29.3pp | 69.1%-39.3pp | 69.0%-39.2pp |
| Annual return | 7.63% | 12.36%-4.7pp | 78.04%-70.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,058 | $803+31.7% | $1,924-45.0% | $1,963-46.1% |
| Participant deferral / active EE | $1,227 | $2,064-40.6% | $2,794-56.1% | $3,054-59.8% |
| Admin fee / account holder | $686 | $650+5.7% | $4,815-85.7% | $504+36.2% |