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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $18,431 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $9,536 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $241 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,562 | $69,708+48.6% | $67,560+53.3% | $74,478+39.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.51% | -40.67%+52.2pp | 3533.50%-3522.0pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $3,793 | $2,715+39.7% | $2,737+38.6% | $2,626+44.4% |
| Participant deferral / active EE | $3,727 | $3,637+2.5% | $4,004-6.9% | $4,350-14.3% |
| Admin fee / account holder | $77 | $887-91.3% | $3,994-98.1% | $1,946-96.0% |