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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 23 CORPORATE PLAZA DR SUITE 150 · NEWPORT BEACH, CA 92660 | Recordkeeping | $12,195 |
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON ADVISORS Service code 71 · EIN 27-0636826 73833 EL PADEO DRIVE SUITE 200 · PALM DESERT, CA 92260 | Brokerage Fees | $10,007 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES, LLC Service code 64 · EIN 74-2715820 400 AUSTIN AVENUE SUITE 1200 · WACO, TX 76701 | Recordkeeping Fees | $8,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,268 | $81,504-45.7% | $102,437-56.8% | $80,959-45.3% |
| Participation rate | 52.6% | 66.9%-14.2pp | 74.5%-21.9pp | 67.7%-15.0pp |
| Annual return | 11.98% | 25.60%-13.6pp | 24.95%-13.0pp | 35.67%-23.7pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,599 | $3,871-58.7% | $5,060-68.4% | $4,300-62.8% |
| Admin fee / account holder | $2,708 | $6,719-59.7% | $8,388-67.7% | $6,925-60.9% |