Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $16,667 |
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON BENEFITS, INC. Service code 49 | Other Services | $4,818 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,706 | $101,672-17.7% | $147,117-43.1% | $74,478+12.4% |
| Participation rate | 76.7% | 75.5%+1.1pp | 82.2%-5.5pp | 67.2%+9.5pp |
| Annual return | 29.56% | 8757.83%-8728.3pp | 420.54%-391.0pp | 1370.56%-1341.0pp |
| Employer contribution / active EE | $3,701 | $3,813-2.9% | $4,932-25.0% | $2,626+40.9% |
| Participant deferral / active EE | $9,933 | $7,305+36.0% | $8,065+23.2% | $4,350+128.3% |
| Admin fee / account holder | $77 | $1,753-95.6% | $12,993-99.4% | $1,946-96.0% |