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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON BENEFITS, INC. Service code 27 5 CHERRY HILL DR L120 · DANVERS, MA 01923 | Advisory (Plan) | $0 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $26,986 | $45,872-41.2% | $77,100-65.0% | $68,490-60.6% |
| Participation rate | 81.4% | 55.9%+25.4pp | 67.9%+13.4pp | 67.9%+13.5pp |
| Annual return | -14.24% | 1.73%-16.0pp | 42.35%-56.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $647 | $1,650-60.8% | $2,815-77.0% | $2,597-75.1% |
| Participant deferral / active EE | $4,389 | $2,963+48.1% | $4,430-0.9% | $4,028+9.0% |
| Admin fee / account holder | $18 | $3,041-99.4% | $5,443-99.7% | $5,403-99.7% |