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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BEACON POINTE ADVISORS Service code 99 · EIN 47-0848703 | Other Fees | $11,396 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,498 |
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.
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 | $15,081 | $31,741-52.5% | $56,033-73.1% | $199,960-92.5% |
| Participation rate | 4.3% | 32.3%-28.0pp | 52.5%-48.1pp | 72.0%-67.6pp |
| Annual return | 16.76% | 14.72%+2.0pp | 1711.38%-1694.6pp | 34.28%-17.5pp |
| Employer contribution / active EE | $97 | $508-81.0% | $1,041-90.7% | $3,036-96.8% |
| Participant deferral / active EE | $170 | $1,184-85.6% | $1,954-91.3% | $5,087-96.7% |
| Admin fee / account holder | $42 | $426-90.2% | $2,827-98.5% | $269-84.5% |