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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 500 CORPORATE PKWY STE 108 · AMHERST, NY 14226 | Recordkeeping | $16,589 |
BEAM ASSET MANAGEMENT1 year Service code 26 P.O. BOX 52051 · NEW ORLEANS, LA 70152 | Advisory (Participants) | $9,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,595 | $52,293-79.7% | $178,503-94.1% | $73,412-85.6% |
| Participation rate | 12.4% | 65.3%-52.9pp | 81.9%-69.5pp | 72.2%-59.8pp |
| Annual return | 6.56% | 34.75%-28.2pp | 151.12%-144.6pp | 59.30%-52.7pp |
| Employer contribution / active EE | $77 | $1,736-95.5% | $5,011-98.5% | $2,234-96.5% |
| Participant deferral / active EE | $260 | $2,333-88.8% | $5,202-95.0% | $3,806-93.2% |
| Admin fee / account holder | $253 | $127+99.0% | $13,987-98.2% | $158+60.5% |