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| Provider | Service type | Compensation |
|---|---|---|
BEACON FINANCIAL GROUP, INC.3 years Service code 99 · EIN 20-8960107 | Other Fees | $15,692 |
RETIREMENT (K)ONCIERGE GROUP3 years Service code 49 | Other Services | $2,151 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,862 | $80,763-56.8% | $102,412-66.0% | $74,459-53.2% |
| Participation rate | 83.9% | 65.7%+18.2pp | 74.5%+9.4pp | 67.2%+16.7pp |
| Annual return | 9.76% | 27.57%-17.8pp | 24.94%-15.2pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $422 | $3,160-86.6% | $3,870-89.1% | $2,626-83.9% |
| Participant deferral / active EE | $4,037 | $3,862+4.5% | $5,060-20.2% | $4,350-7.2% |
| Admin fee / account holder | $113 | $2,371-95.2% | $8,388-98.7% | $1,945-94.2% |