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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 95-4806910 | Advisory (Participants) | $43,105 |
Service code 26 · EIN 01-0650835 | Advisory (Participants) | $21,543 |
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $16,779 |
BEACON POINTE ADVISORS LLC3 years Service code 26 · EIN 27-0636826 | Advisory (Participants) | $16,237 |
Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $2,616 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,074,051 | $101,539+957.8% | $147,041+630.4% | $74,400+1343.6% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 15.32% | 8740.84%-8725.5pp | 419.21%-403.9pp | 1367.51%-1352.2pp |
| Employer contribution / active EE | $19,089 | $3,811+400.9% | $4,935+286.8% | $2,624+627.4% |
| Participant deferral / active EE | $17,226 | $7,304+135.9% | $8,071+113.4% | $4,348+296.2% |
| Admin fee / account holder | $746 | $1,749-57.4% | $13,006-94.3% | $1,944-61.6% |