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| Provider | Service type | Compensation |
|---|---|---|
BEAUMONT1 year Filed as: BEAUMONT FINANCIAL PERTNERS LLC Service code 27 · EIN 04-3481223 | Advisory (Plan) | $14,701 |
ARTHUR W WOOD INC3 years Service code 27 · EIN 04-1984390 | Advisory (Plan) | $13,184 |
Service code 37 · EIN 04-2647786 | Loan Processing | $200 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,461 | $70,917+26.1% | $98,920-9.6% | $73,497+21.7% |
| Participation rate | 48.9% | 73.8%-24.9pp | 76.0%-27.1pp | 70.7%-21.8pp |
| Annual return | 13.91% | 34.18%-20.3pp | 196.47%-182.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,420 | $2,037-30.3% | $2,689-47.2% | $2,270-37.5% |
| Participant deferral / active EE | $2,663 | $3,501-23.9% | $4,245-37.3% | $3,740-28.8% |
| Admin fee / account holder | $365 | $535-31.8% | $6,643-94.5% | $513-28.9% |