Filed June 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC1+ years Filed as: BEACON POINTE ADVISORS, LLC Service code 27 24 CORPORATE PLAZA DRIVE, SUITE 150 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $18,261 |
BENETECH, INC.1+ years Service code 13 3947 LENNANE DRIVE, SUITE #250 · SACRAMENTO, CA 95834 | Contract Administrator | $950 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,317 | $50,464+23.5% | $75,784-17.8% | $52,331+19.1% |
| Participation rate | 61.7% | 66.8%-5.1pp | 75.8%-14.2pp | 68.1%-6.5pp |
| Annual return | 1.29% | 1.03%+0.3pp | 9.68%-8.4pp | 4.54%-3.2pp |
| Employer contribution / active EE | $954 | $1,988-52.0% | $3,323-71.3% | $1,882-49.3% |
| Participant deferral / active EE | $5,380 | $2,570+109.3% | $3,652+47.3% | $3,022+78.0% |
| Admin fee / account holder | $213 | $1,103-80.7% | $5,300-96.0% | $592-64.1% |