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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $24,228 |
O'BRIEN BELLAND & BUSHINSKY6+ years Filed as: O'BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $20,345 |
CHEIRON6+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $17,246 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $10,000 |
WILLIAM BLAIR6+ years Filed as: WILLIAM A. MARTIN Service code 20 203 E FRONT STREET · MEDIA, PA 19063 | Direct payment from the plan; Trustee... | $8,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $150,398-100.0% | $162,072-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 42.3%-42.3pp | 33.1%-33.1pp | 43.0%-43.0pp |
| Annual return | 83.47% | 7.88%+75.6pp | 8.01%+75.5pp | 259.17%-175.7pp |
| Employer contribution / active EE | $0 | $36,826-100.0% | $29,476-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $818-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $223-100.0% | $630-100.0% | $21,502-100.0% |