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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON POINTE ADVISORS Service code 99 · EIN 47-0848703 | Other Fees | $16,455 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $6,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,773 | $36,943-41.1% | $52,425-58.5% | $103,975-79.1% |
| Participation rate | 3.8% | 27.5%-23.7pp | 55.6%-51.8pp | 72.5%-68.7pp |
| Annual return | 24.77% | 17.59%+7.2pp | 302.12%-277.4pp | 19.41%+5.4pp |
| Employer contribution / active EE | $103 | $884-88.4% | $914-88.8% | $3,722-97.2% |
| Participant deferral / active EE | $171 | $1,347-87.3% | $1,790-90.4% | $5,343-96.8% |
| Admin fee / account holder | $37 | $508-92.7% | $2,495-98.5% | $332-88.8% |