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| Provider | Service type | Compensation |
|---|---|---|
Filed as: REDW WEALTH LLC Service code 26 · EIN 85-0467977 | Advisory (Participants) | $31,352 |
ALLIANCE BENEFIT GROUP5 years Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST, L Service code 14 · EIN 38-3944313 | Plan Administrator | $9,023 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,008 | $49,451-7.0% | $79,580-42.2% | $66,938-31.3% |
| Participation rate | 49.2% | 61.3%-12.2pp | 69.5%-20.3pp | 69.8%-20.7pp |
| Annual return | -17.42% | 84.25%-101.7pp | 0.15%-17.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $613 | $1,266-51.6% | $2,413-74.6% | $2,545-75.9% |
| Participant deferral / active EE | $2,807 | $3,159-11.1% | $3,985-29.6% | $4,238-33.8% |
| Admin fee / account holder | $301 | $595-49.3% | $6,835-95.6% | $594-49.2% |