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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC4 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 12 · EIN 83-1544721 | Recordkeeping and information managem... | $131,440 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $59,000 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY-GRAYSTONE CONSULTING Service code 28 · EIN 22-0033315 | Investment Management | $40,000 |
STEVENS & LEE1 year Filed as: STEVENS & LEE PC Service code 29 · EIN 23-1886296 | Legal | $20,361 |
CLEARY, JOSEM & TRIGIANI LLP9+ years Service code 29 · EIN 23-2657967 | Legal | $6,320 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,442 | $49,693-32.7% | $70,544-52.6% | $74,460-55.1% |
| Participation rate | 96.7% | 64.7%+32.1pp | 68.4%+28.4pp | 70.7%+26.0pp |
| Annual return | 8.44% | 21.22%-12.8pp | 32.79%-24.4pp | 34.38%-25.9pp |
| Employer contribution / active EE | $3,780 | $1,773+113.2% | $2,976+27.0% | $2,638+43.3% |
| Participant deferral / active EE | $0 | $3,376-100.0% | $4,568-100.0% | $4,530-100.0% |
| Admin fee / account holder | $143 | $316-54.6% | $6,427-97.8% | $348-58.8% |