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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BEACON HILL INVESTMENT ADVISORS Service code 27 84 S. FOURTH STREET · COLUMBUS, OH 43215 | Advisory (Plan) | $13,374 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $10,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,323 | $47,977-63.9% | $154,108-88.8% | $56,289-69.2% |
| Participation rate | 35.9% | 66.2%-30.3pp | 83.0%-47.1pp | 69.9%-34.0pp |
| Annual return | -5.07% | 3.54%-8.6pp | 735.21%-740.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $471 | $2,169-78.3% | $5,298-91.1% | $2,111-77.7% |
| Participant deferral / active EE | $615 | $2,392-74.3% | $5,081-87.9% | $3,350-81.7% |
| Admin fee / account holder | $154 | $438-64.9% | $13,411-98.9% | $521-70.5% |