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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC5 years Filed as: BEACON WEALTH CONSULTANTS, INC. Service code 27 · EIN 20-3733238 | Advisory (Plan) | $12,341 |
EPIC RETIREMENT PLAN SERVICES7+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $11,002 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,440 | $57,590-66.2% | $86,233-77.5% | $82,448-76.4% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 13.86% | 22.41%-8.6pp | 61.39%-47.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $4,098 | $1,655+147.6% | $2,504+63.7% | $2,551+60.7% |
| Participant deferral / active EE | $3,383 | $3,080+9.9% | $4,559-25.8% | $4,139-18.3% |
| Admin fee / account holder | $315 | $4,730-93.3% | $8,342-96.2% | $7,234-95.6% |