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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC5 years Filed as: BEACON HILL INVESTMENT ADVISORS Service code 27 5500 FRANTZ RD · DUBLIN, OH 43017 | Advisory (Plan) | $13,377 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,252 | $65,125-56.6% | $143,797-80.4% | $66,949-57.8% |
| Participation rate | 28.6% | 65.2%-36.6pp | 80.3%-51.7pp | 69.8%-41.2pp |
| Annual return | -9.31% | -11.13%+1.8pp | -0.04%-9.3pp | 1.57%-10.9pp |
| Employer contribution / active EE | $613 | $2,362-74.1% | $4,952-87.6% | $2,545-75.9% |
| Participant deferral / active EE | $925 | $2,920-68.3% | $5,638-83.6% | $4,239-78.2% |
| Admin fee / account holder | $134 | $503-73.4% | $14,679-99.1% | $594-77.5% |