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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON HILL INVESTMENT ADVISORS Service code 27 5500 FRANTZ RD · DUBLIN, OH 43017 | Advisory (Plan) | $11,039 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,866 | $58,895-56.1% | $178,503-85.5% | $73,497-64.8% |
| Participation rate | 56.8% | 66.2%-9.5pp | 81.9%-25.2pp | 70.7%-13.9pp |
| Annual return | 16.96% | 24.86%-7.9pp | 151.12%-134.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,039 | $2,236-53.5% | $5,011-79.3% | $2,270-54.2% |
| Participant deferral / active EE | $1,423 | $2,567-44.5% | $5,202-72.6% | $3,740-61.9% |
| Admin fee / account holder | $127 | $400-68.3% | $13,987-99.1% | $513-75.3% |