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| Provider | Service type | Compensation |
|---|---|---|
PRECEPT ADVISORY GROUP1+ years Filed as: PRECEPT ADVISORY GROUP LLC Service code 27 130 THEORY STE 200 · IRVINE, CA 92617 | Advisory (Plan) | $5,881 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,787 |
BEACON POINTE ADVISORS LLC1+ years Filed as: BEACON POINTE HOLDINGS, LLC DBA BEA Service code 27 24 CORPORATE PLAZA DR STE 150 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $590 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $404 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,118 | $52,467-48.3% | $57,196-52.6% | $55,167-50.8% |
| Participation rate | 38.2% | 75.8%-37.7pp | 75.3%-37.1pp | 69.0%-30.8pp |
| Annual return | 3.91% | 7.72%-3.8pp | 14.59%-10.7pp | 169.23%-165.3pp |
| Employer contribution / active EE | $503 | $2,477-79.7% | $2,683-81.3% | $1,963-74.4% |
| Participant deferral / active EE | $2,207 | $2,830-22.0% | $3,096-28.7% | $3,054-27.7% |
| Admin fee / account holder | $172 | $269-36.3% | $3,141-94.5% | $504-66.0% |