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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON HILL INVESTMENT ADVISORS Service code 27 84 S. FOURTH STREET · COLUMBUS, OH 43215 | Advisory (Plan) | $11,874 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,829 |
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 | $21,487 | $52,967-59.4% | $172,753-87.6% | $65,186-67.0% |
| Participation rate | 35.0% | 66.2%-31.2pp | 82.6%-47.6pp | 70.2%-35.2pp |
| Annual return | 20.22% | 30.12%-9.9pp | 803.00%-782.8pp | 29.39%-9.2pp |
| Employer contribution / active EE | $526 | $2,190-76.0% | $5,144-89.8% | $2,177-75.8% |
| Participant deferral / active EE | $679 | $2,471-72.5% | $5,198-86.9% | $3,514-80.7% |
| Admin fee / account holder | $108 | $472-77.1% | $13,956-99.2% | $847-87.3% |