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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BEACON HARBOR Service code 27 440 VIKING DRIVE STE 200 · VIRGINIA BEACH, VA 23452 | Advisory (Plan) | $11,539 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,444 | $89,067+49.8% | $102,423+30.3% | $77,714+71.7% |
| Participation rate | 98.4% | 80.9%+17.5pp | 76.5%+21.9pp | 70.6%+27.8pp |
| Annual return | 3.48% | 25.01%-21.5pp | 29.42%-25.9pp | 31.26%-27.8pp |
| Employer contribution / active EE | $4,723 | $2,699+75.0% | $3,023+56.2% | $2,727+73.2% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $17 | $236-92.9% | $9,455-99.8% | $433-96.2% |