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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC6+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $42,693 |
Service code 10 | Accounting | $1,668 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 38 · EIN 04-1590850 | Participant Communication | $775 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: BARBICH HOOPER KING DILL HOFFMAN AC Service code 10 · EIN 95-3705481 | Accounting | $0 |
CALVERT3 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 41-1458705 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
DWS FUNDS2 years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 20.66% | 10.11%+10.6pp | 10.75%+9.9pp | 11.84%+8.8pp |
| Employer contribution / active EE | $16,671 | $14,976+11.3% | $35,170-52.6% | $17,339-3.9% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |