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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOUCHSTONE RETIREMENT GROUP LLC Service code 15 500 CORPORATE PKWY · AMHERST, NY 14226 | Recordkeeping | $38,640 |
BEAM ASSET MANAGEMENT3 years Filed as: BEAM WEALTH ADVISORS, INCAN Service code 27 · EIN 72-1273520 | Advisory (Plan) | $16,838 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,100 | $81,358-90.0% | $155,556-94.8% | $80,959-90.0% |
| Participation rate | 98.8% | 66.3%+32.5pp | 78.2%+20.5pp | 67.7%+31.1pp |
| Annual return | 5.83% | 33.39%-27.6pp | 64.84%-59.0pp | 35.67%-29.8pp |
| Employer contribution / active EE | $7,107 | $3,106+128.8% | $4,675+52.0% | $2,757+157.8% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $196 | $7,994-97.5% | $15,885-98.8% | $6,925-97.2% |