Filed June 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC2+ years Filed as: BEACON POINTE ADVISORS, LLC Service code 27 24 CORPORATE PLAZA DRIVE, SUITE 150 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $21,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $60,867 | $52,884+15.1% | $84,753-28.2% | $55,167+10.3% |
| Participation rate | 62.0% | 67.5%-5.5pp | 76.6%-14.6pp | 69.0%-7.0pp |
| Annual return | 10.04% | 18.03%-8.0pp | 22.78%-12.7pp | 169.23%-159.2pp |
| Employer contribution / active EE | $755 | $2,233-66.2% | $3,574-78.9% | $1,963-61.6% |
| Participant deferral / active EE | $5,894 | $2,644+122.9% | $3,712+58.8% | $3,054+93.0% |
| Admin fee / account holder | $202 | $581-65.2% | $5,333-96.2% | $504-59.8% |