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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC4 years Filed as: BEACON ADMIN AND CONSULTANTS, INC. Service code 13 · EIN 83-1544721 | Contract Administrator | $25,704 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $19,720 |
LARRY MAGARIK, ESQ10+ years Filed as: LARRY MAGARIK ESQ. Service code 20 · EIN 46-4963823 | Trustee (individual) | $14,175 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $12,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | - |
| Annual return | 164.16% | 61.55%+102.6pp | 31.38%+132.8pp | - |
| Employer contribution / active EE | $0 | $11,227-100.0% | $24,632-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $181-100.0% | - |
| Admin fee / account holder | $0 | $0 | - | - |