Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC6 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $79,625 |
RETIREMENT PLANNERS & ADMINISTRATOR10+ years Filed as: RETIREMENT PLANNERS ADMINISTRATORS Service code 15 · EIN 62-1038805 | Recordkeeping | $30,099 |
STANDARD VALUATIONS9 years Filed as: STANDARD VALUATIONS, INC. Service code 17 · EIN 41-1327339 | Pension Consulting | $23,075 |
MCELHANEY & ASSOCIATES, LLC10+ years Service code 10 · EIN 38-3806684 | Accounting | $20,000 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: UNITED BANK INC. Service code 38 · EIN 54-1071198 | Participant Communication | $19,410 |
STEPHEN J. O'BRIEN10+ years Service code 29 · EIN 81-5178933 | Legal | $13,024 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,842 | $155,364-94.3% | $103,065-91.4% | $77,762-88.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.6%+19.4pp | 70.6%+29.4pp |
| Annual return | 11.37% | 19.01%-7.6pp | 23.95%-12.6pp | 31.27%-19.9pp |
| Employer contribution / active EE | $2,594 | $5,949-56.4% | $4,675-44.5% | $2,728-4.9% |
| Participant deferral / active EE | $0 | $8,482-100.0% | $6,625-100.0% | $4,651-100.0% |
| Admin fee / account holder | $107 | $503-78.7% | $9,349-98.9% | $433-75.3% |