Filed June 14, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC4 years Filed as: BEACON HILL INVESTMENT ADVISORS Service code 27 5500 FRANTZ RD · DUBLIN, OH 43017 | Advisory (Plan) | $19,876 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,801 |
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 | $27,219 | $102,661-73.5% | $151,645-82.1% | $66,949-59.3% |
| Participation rate | 99.4% | 85.5%+13.9pp | 87.5%+11.9pp | 69.8%+29.6pp |
| Annual return | -16.74% | -10.81%-5.9pp | 3.34%-20.1pp | 1.57%-18.3pp |
| Employer contribution / active EE | $1,896 | $4,184-54.7% | $6,165-69.2% | $2,545-25.5% |
| Participant deferral / active EE | $3,855 | $6,645-42.0% | $8,363-53.9% | $4,239-9.1% |
| Admin fee / account holder | $199 | $630-68.4% | $11,614-98.3% | $594-66.4% |