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| 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 | $101,653-17.7% | $147,080-43.1% | $74,459+12.4% |
| Participation rate | 76.7% | 75.6%+1.1pp | 82.2%-5.5pp | 67.2%+9.5pp |
| Annual return | 29.56% | 8754.98%-8725.4pp | 420.17%-390.6pp | 1369.70%-1340.1pp |
| Employer contribution / active EE | $3,701 | $3,813-2.9% | $4,933-25.0% | $2,626+41.0% |
| Participant deferral / active EE | $9,933 | $7,304+36.0% | $8,066+23.1% | $4,350+128.4% |
| Admin fee / account holder | $77 | $1,752-95.6% | $12,989-99.4% | $1,945-96.0% |