Filed June 20, 2019 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON POINTE ADVISORS, LLC Service code 26 · EIN 27-0636826 | Advisory (Participants) | $56,204 |
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $7,211 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,662 | $69,708+74.5% | $67,560+80.1% | $74,478+63.4% |
| Participation rate | 96.9% | 71.4%+25.5pp | 72.9%+24.0pp | 67.2%+29.7pp |
| Annual return | 12.87% | -40.67%+53.5pp | 3533.50%-3520.6pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $6,322 | $2,715+132.9% | $2,737+131.0% | $2,626+140.7% |
| Participant deferral / active EE | $9,927 | $3,637+173.0% | $4,004+147.9% | $4,350+128.2% |
| Admin fee / account holder | $193 | $887-78.2% | $3,994-95.2% | $1,946-90.1% |