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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOUCHSTONE RETIREMENT GROUP LLC Service code 15 500 CORPORATE PKWY · AMHERST, NY 14226 | Recordkeeping | $31,809 |
BEAM ASSET MANAGEMENT2 years Filed as: BEAM WEALTH ADVISORS, INCAN Service code 27 · EIN 72-1273520 | Advisory (Plan) | $4,849 |
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 | $7,034 | $77,901-91.0% | $149,717-95.3% | $75,181-90.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 10.63% | 31.73%-21.1pp | 134.41%-123.8pp | 160.69%-150.1pp |
| Employer contribution / active EE | $5,855 | $3,137+86.6% | $4,820+21.5% | $2,671+119.2% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $123 | $5,949-97.9% | $13,213-99.1% | $5,650-97.8% |