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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC2 years Service code 27 24 CORPORATE PLAZA DR · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $18,950 |
KB ACTUARIAL, INC.5+ years Service code 13 | Contract Administrator | $6,317 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,670 |
Filed as: GREAT WEST LIFE & ANNUITY INSUANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
KB ACTUARIAL, INC.5+ years Filed as: KB ACTUARIAL, INC Service code 13 PO BOX 1290 · YUCAIPA, CA 92399 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,988 | $46,722+0.6% | $130,660-64.0% | $65,186-27.9% |
| Participation rate | 59.2% | 60.9%-1.7pp | 71.7%-12.5pp | 70.2%-11.0pp |
| Annual return | 21.83% | 24.17%-2.3pp | 1709.29%-1687.5pp | 29.39%-7.6pp |
| Employer contribution / active EE | $590 | $1,488-60.3% | $4,092-85.6% | $2,177-72.9% |
| Participant deferral / active EE | $1,850 | $2,545-27.3% | $3,603-48.7% | $3,514-47.3% |
| Admin fee / account holder | $24 | $453-94.6% | $5,463-99.6% | $847-97.1% |