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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT STRATEGIES, INC.3 years Service code 13 · EIN 58-2380163 | Contract Administrator | $50,621 |
BEACON FINANCIAL ADVISORS, LLC5+ years Filed as: BEACON FINANCIAL ADVISERS, INC. Service code 27 · EIN 58-2343908 | Advisory (Plan) | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,821 | $44,734-60.2% | $99,475-82.1% | $67,579-73.6% |
| Participation rate | 34.3% | 66.2%-31.9pp | 73.8%-39.5pp | 71.3%-37.0pp |
| Annual return | 18.63% | 32.45%-13.8pp | 30.72%-12.1pp | 378.56%-359.9pp |
| Employer contribution / active EE | $508 | $1,261-59.7% | $2,540-80.0% | $2,148-76.4% |
| Participant deferral / active EE | $693 | $2,731-74.6% | $3,619-80.9% | $3,539-80.4% |
| Admin fee / account holder | $385 | $120+221.8% | $6,252-93.8% | $142+170.5% |