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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON BENEFITS, INC. Service code 49 | Other Services | $2,338 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $780 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,168 | $59,456-64.4% | $93,669-77.4% | $74,429-71.6% |
| Participation rate | 85.3% | 59.6%+25.7pp | 68.7%+16.6pp | 67.2%+18.1pp |
| Annual return | 31.32% | 82.00%-50.7pp | 133.59%-102.3pp | 1368.38%-1337.1pp |
| Employer contribution / active EE | $4,494 | $1,266+255.0% | $2,424+85.4% | $2,625+71.2% |
| Participant deferral / active EE | $9,043 | $3,052+196.3% | $4,416+104.8% | $4,348+108.0% |
| Admin fee / account holder | $21 | $3,026-99.3% | $8,291-99.7% | $1,944-98.9% |