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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BEACON BENEFITS, INC. Service code 27 5 CHERRY HILL DR L120 · DANVERS, MA 01923 | Advisory (Plan) | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,557 | $56,134-50.9% | $96,171-71.3% | $85,847-67.9% |
| Participation rate | 54.7% | 56.7%-2.0pp | 68.4%-13.8pp | 69.3%-14.6pp |
| Annual return | 11.30% | 42.30%-31.0pp | 192.04%-180.7pp | 318.61%-307.3pp |
| Employer contribution / active EE | $794 | $1,620-51.0% | $2,799-71.6% | $2,565-69.1% |
| Participant deferral / active EE | $4,703 | $2,858+64.6% | $4,350+8.1% | $3,952+19.0% |
| Admin fee / account holder | $35 | $3,769-99.1% | $5,538-99.4% | $6,261-99.4% |