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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 500 CORPORATE PKWY · AMHERST, NY 14226 | Recordkeeping | $30,204 |
BEAM ASSET MANAGEMENT1 year Filed as: BEAM WEALTH ADVISORS, INCAN Service code 27 · EIN 72-1273520 | Advisory (Plan) | $19,060 |
Participant contribution per participant 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 | $7,286 | $73,848-90.1% | $143,799-94.9% | $68,486-89.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.33% | 0.91%-14.2pp | -0.04%-13.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $6,378 | $3,184+100.3% | $4,952+28.8% | $2,597+145.6% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $192 | $5,755-96.7% | $14,677-98.7% | $5,404-96.5% |