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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 | $69,745+48.5% | $67,511+53.4% | $74,546+38.9% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.51% | -40.37%+51.9pp | 3517.41%-3505.9pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $3,793 | $2,705+40.2% | $2,733+38.8% | $2,624+44.5% |
| Participant deferral / active EE | $3,727 | $3,636+2.5% | $4,000-6.8% | $4,347-14.3% |
| Admin fee / account holder | $77 | $894-91.4% | $3,999-98.1% | $1,944-96.0% |