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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,070 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $30,523 |
LAMPREY HEALTH CARE1 year Service code 10 · EIN 23-7305106 | Accounting | $18,500 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,750 | $55,472+16.7% | $155,567-58.4% | $74,546-13.1% |
| Participation rate | 97.6% | 61.9%+35.7pp | 78.2%+19.4pp | 67.2%+30.4pp |
| Annual return | 13.45% | 268.72%-255.3pp | 64.74%-51.3pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $1,882 | $2,269-17.0% | $4,674-59.7% | $2,624-28.3% |
| Participant deferral / active EE | $5,659 | $2,838+99.4% | $5,628+0.5% | $4,347+30.2% |
| Admin fee / account holder | $277 | $1,743-84.1% | $15,916-98.3% | $1,944-85.8% |