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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON WEALTH CONSULTANTS, INC. Service code 27 · EIN 20-3733238 | Advisory (Plan) | $7,748 |
EPIC RETIREMENT PLAN SERVICES4+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $7,658 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,879 | $64,719-92.5% | $112,249-95.7% | $68,486-92.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -20.28% | -11.40%-8.9pp | 27.48%-47.8pp | -7.85%-12.4pp |
| Employer contribution / active EE | $3,380 | $2,747+23.1% | $3,636-7.0% | $2,597+30.2% |
| Participant deferral / active EE | $2,238 | $3,565-37.2% | $4,729-52.7% | $4,028-44.4% |
| Admin fee / account holder | $104 | $5,232-98.0% | $6,412-98.4% | $5,404-98.1% |