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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL, INC. Service code 28 · EIN 23-2829742 | Investment Management | $10,883 |
Service code 12 · EIN 23-3038464 | Claims processing; Contract Administr... | $10,421 |
Filed as: CENTRAL COAST VISIONARY INSURANCE Service code 27 2560 INDUSTRIAL PARKWAY · SANTA MARIA, CA 93455 | Advisory (Plan) | $8,136 |
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).
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 | $29,306 | $36,767-20.3% | $81,473-64.0% | $62,293-53.0% |
| Participation rate | 54.8% | 54.4%+0.4pp | 68.0%-13.1pp | 69.5%-14.7pp |
| Annual return | 14.52% | 173.80%-159.3pp | 38.78%-24.3pp | 28.90%-14.4pp |
| Employer contribution / active EE | $1,065 | $1,128-5.6% | $2,568-58.5% | $2,042-47.8% |
| Participant deferral / active EE | $1,655 | $2,111-21.6% | $3,537-53.2% | $3,169-47.8% |
| Admin fee / account holder | $350 | $797-56.1% | $4,561-92.3% | $479-27.0% |