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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $78,029 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $25,720 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 | Legal | $15,233 |
Service code 28 · EIN 13-3257590 | Investment Management | $14,506 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $8,500 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $7,591 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL Service code 28 · EIN 80-0618452 | Investment Management | $5,241 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,559 | $82,979-94.5% | $102,412-95.5% | $77,736-94.1% |
| Participation rate | 89.3% | 71.5%+17.7pp | 74.5%+14.7pp | 70.6%+18.7pp |
| Annual return | 4.07% | 19.11%-15.0pp | 24.94%-20.9pp | 31.26%-27.2pp |
| Employer contribution / active EE | $1,010 | $3,554-71.6% | $3,870-73.9% | $2,728-63.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $79 | $639-87.7% | $8,388-99.1% | $433-81.8% |