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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BEACON POINTE ADVISORS, LLC Service code 27 · EIN 47-0848703 | Advisory (Plan) | $7,161 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $6,286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,733 | $64,359+31.7% | $90,161-6.0% | $70,126+20.8% |
| Participation rate | 63.3% | 70.4%-7.2pp | 76.9%-13.6pp | 69.5%-6.3pp |
| Annual return | 17.01% | 28.13%-11.1pp | 34.89%-17.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,765 | $2,046-13.7% | $3,318-46.8% | $2,343-24.7% |
| Participant deferral / active EE | $2,854 | $4,389-35.0% | $5,287-46.0% | $3,332-14.4% |
| Admin fee / account holder | $192 | $3,945-95.1% | $5,943-96.8% | $4,645-95.9% |