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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC3 years Service code 27 24 CORPORATE PLAZA DR · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $18,739 |
KB ACTUARIAL, INC.6+ years Service code 13 | Contract Administrator | $6,246 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,035 |
Filed as: GREAT WEST LIFE & ANNUITY INSUANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
KB ACTUARIAL, INC.6+ 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 | $54,081 | $53,901+0.3% | $134,162-59.7% | $73,497-26.4% |
| Participation rate | 54.9% | 62.8%-7.9pp | 72.2%-17.3pp | 70.7%-15.8pp |
| Annual return | 14.01% | 15.82%-1.8pp | 36.35%-22.3pp | 28.51%-14.5pp |
| Employer contribution / active EE | $448 | $1,458-69.3% | $3,705-87.9% | $2,270-80.3% |
| Participant deferral / active EE | $1,312 | $2,739-52.1% | $3,500-62.5% | $3,740-64.9% |
| Admin fee / account holder | $43 | $581-92.6% | $6,685-99.4% | $513-91.7% |