Filed June 14, 2023
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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON HILL INVESTMENT ADVISORS Service code 27 5500 FRANTZ RD · DUBLIN, OH 43017 | Advisory (Plan) | $19,066 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,562 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,060 | $121,341-73.6% | $189,513-83.1% | $79,386-59.6% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.8%+11.5pp | 70.7%+28.6pp |
| Annual return | 15.05% | 21.08%-6.0pp | 555.15%-540.1pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,873 | $3,915-52.1% | $6,162-69.6% | $2,427-22.8% |
| Participant deferral / active EE | $3,713 | $6,395-41.9% | $8,221-54.8% | $4,046-8.2% |
| Admin fee / account holder | $189 | $651-70.9% | $12,045-98.4% | $626-69.8% |