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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC9 years Service code 27 · EIN 27-0636826 | Advisory (Plan) | $70,262 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,927 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,651 | $29,546+132.4% | $56,441+21.6% | $77,671-11.6% |
| Participation rate | 57.8% | 32.7%+25.1pp | 52.5%+5.3pp | 70.6%-12.8pp |
| Annual return | 11.05% | 19.01%-8.0pp | 1704.21%-1693.2pp | 31.21%-20.2pp |
| Employer contribution / active EE | $1,560 | $568+174.5% | $1,039+50.1% | $2,726-42.8% |
| Participant deferral / active EE | $3,399 | $1,061+220.4% | $1,953+74.1% | $4,648-26.9% |
| Admin fee / account holder | $281 | $1,046-73.1% | $2,829-90.1% | $430-34.7% |