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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC5 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $71,652 |
Filed as: RETIREMENT PLANNERS ADMINISTRATORS Service code 15 · EIN 62-1038805 | Recordkeeping | $67,711 |
STANDARD VALUATIONS8 years Filed as: STANDARD VALUATIONS, INC. Service code 17 · EIN 41-1327339 | Pension Consulting | $22,175 |
MCELHANEY & ASSOCIATES, LLC9+ years Service code 10 · EIN 38-3806684 | Accounting | $21,008 |
Filed as: UNITED BANK INC. Service code 38 · EIN 54-1071198 | Participant Communication | $17,540 |
STEPHEN J. O'BRIEN9+ years Service code 29 · EIN 81-5178933 | Legal | $14,534 |
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 | $8,368 | $331,159-97.5% | $112,923-92.6% | $74,473-88.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 80.5%+19.5pp | 70.7%+29.3pp |
| Annual return | 11.33% | 21.62%-10.3pp | 34.13%-22.8pp | 34.36%-23.0pp |
| Employer contribution / active EE | $2,082 | $5,469-61.9% | $4,570-54.4% | $2,638-21.1% |
| Participant deferral / active EE | $0 | $8,097-100.0% | $6,520-100.0% | $4,530-100.0% |
| Admin fee / account holder | $133 | $281-52.6% | $7,046-98.1% | $347-61.6% |