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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC4 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $70,231 |
Filed as: RETIREMENT PLANNERS ADMINISTRATORS Service code 15 · EIN 62-1038805 | Recordkeeping | $33,731 |
STANDARD VALUATIONS7 years Filed as: STANDARD VALUATIONS, INC. Service code 17 · EIN 41-1327339 | Pension Consulting | $21,125 |
Filed as: UNITED BANK INC. Service code 38 · EIN 54-1071198 | Participant Communication | $17,540 |
MCELHANEY & ASSOCIATES, LLC8+ years Service code 10 · EIN 38-3806684 | Accounting | $16,000 |
STEPHEN J. O'BRIEN8+ years Service code 29 · EIN 81-5178933 | Legal | $11,600 |
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 | $7,866 | $131,734-94.0% | $93,786-91.6% | $64,824-87.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 81.0%+19.0pp | 71.5%+28.5pp |
| Annual return | -12.14% | -14.04%+1.9pp | -11.32%-0.8pp | 32.84%-45.0pp |
| Employer contribution / active EE | $2,338 | $5,643-58.6% | $4,328-46.0% | $2,507-6.8% |
| Participant deferral / active EE | $0 | $8,135-100.0% | $6,100-100.0% | $4,311-100.0% |
| Admin fee / account holder | $124 | $141-12.3% | $7,184-98.3% | $188-34.0% |