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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL3+ years Service code 28 · EIN 23-2829742 | Investment Management | $18,145 |
THE BENEFITS GROUP, LLC3+ years Filed as: LS BENEFITS GROUP Service code 27 7755 PARAGON ROAD · DAYTON, OH 45459 | Advisory (Plan) | $15,553 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $11,192 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,967 | $54,541+65.0% | $78,778+14.2% | $70,126+28.3% |
| Participation rate | 43.1% | 60.8%-17.7pp | 69.2%-26.1pp | 69.5%-26.4pp |
| Annual return | 14.15% | 21.07%-6.9pp | 35.62%-21.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $714 | $1,089-34.4% | $1,986-64.1% | $2,343-69.5% |
| Participant deferral / active EE | $5,690 | $2,210+157.4% | $2,958+92.3% | $3,332+70.8% |
| Admin fee / account holder | $747 | $3,709-79.9% | $5,134-85.5% | $4,645-83.9% |