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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLANNERS ADMINISTRATORS Service code 15 · EIN 62-1038805 | Recordkeeping | $99,356 |
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $60,033 |
Filed as: UNITED BANK INC. Service code 27 · EIN 53-1071198 | Advisory (Plan) | $28,845 |
STANDARD VALUATIONS5 years Filed as: STANDARD VALUATIONS, INC. Service code 17 · EIN 41-1327339 | Pension Consulting | $20,000 |
STEPHEN J. O'BRIEN6+ years Service code 29 · EIN 81-5178933 | Legal | $17,004 |
MCELHANEY & ASSOCIATES, LLC6+ years Service code 10 · EIN 38-3806684 | Accounting | $11,792 |
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 | $8,551 | $160,088-94.7% | $112,977-92.4% | $73,412-88.4% |
| Participation rate | 100.0% | 90.7%+9.3pp | 82.6%+17.4pp | 72.2%+27.8pp |
| Annual return | 8.48% | 17.93%-9.4pp | 24.24%-15.8pp | 59.30%-50.8pp |
| Employer contribution / active EE | $2,542 | $5,200-51.1% | $4,255-40.2% | $2,234+13.8% |
| Participant deferral / active EE | $0 | $8,024-100.0% | $5,836-100.0% | $3,806-100.0% |
| Admin fee / account holder | $160 | $133+20.3% | $6,294-97.5% | $158+1.2% |