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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 46-4091337 | Contract Administrator | $14,760 |
MAGNUS FINANCIAL GROUP LLC4 years Filed as: MAGNUS FINANCIAL GROUP Service code 27 210 NORTH STATE LINE AVENUE · TEXARKANA, AR 71854 | Advisory (Plan) | $7,576 |
BRINKER CAPITAL6+ years Filed as: BRINKER CAPITAL, INC. Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $6,629 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,056 | $43,133-16.4% | $89,435-59.7% | $73,497-50.9% |
| Participation rate | 40.9% | 55.0%-14.1pp | 68.0%-27.1pp | 70.7%-29.8pp |
| Annual return | 15.68% | 135.66%-120.0pp | 245.55%-229.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $939 | $1,438-34.7% | $2,587-63.7% | $2,270-58.6% |
| Participant deferral / active EE | $1,402 | $2,445-42.7% | $3,890-64.0% | $3,740-62.5% |
| Admin fee / account holder | $376 | $444-15.2% | $4,884-92.3% | $513-26.7% |