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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON ADMINISTRATORS Service code 13 · EIN 23-2148108 | Contract Administrator | $56,950 |
ANDCO CONSULTING4 years Service code 17 531 WEST MORSE BLVD · WINTER PARK, FL 32789 | Pension Consulting | $53,542 |
PACKER THOMAS6 years Service code 10 · EIN 34-1667340 | Accounting | $40,675 |
MEYER, UNKOVIC & SCOTT7 years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-1008021 | Legal | $30,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,226 | $76,774+43.6% | $112,249-1.8% | $77,906+41.5% |
| Participation rate | 61.6% | 80.2%-18.6pp | 75.1%-13.5pp | 73.7%-12.1pp |
| Annual return | -16.30% | -10.25%-6.0pp | 27.48%-43.8pp | 12.16%-28.5pp |
| Employer contribution / active EE | $3,559 | $3,977-10.5% | $3,636-2.1% | $2,846+25.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $239 | $2390% | $6,412-96.3% | $133+80.3% |