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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,200 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $22,920 |
ASCENSUS LLC1 year Filed as: BADEN GAGE AND SCHROEDER, LLC Service code 10 6920 POINTE INVERNESS WAY, STE 300 · FORT WAYNE, IN 46804 | Accounting | $17,300 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $15,675 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 500 WEST MADISON ST, SUITE 3855 · CHICAGO, IL 60661 | Advisory (Plan) | $3,914 |
Service code 99 400 E AUBURN DRIVE · AUBURN, IN 46706 | Other Fees | $3,275 |
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 | $92,886 | $64,909+43.1% | $82,312+12.8% | $62,293+49.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 146.11% | 21.18%+124.9pp | 25.88%+120.2pp | 28.90%+117.2pp |
| Employer contribution / active EE | $4,666 | $1,676+178.4% | $2,428+92.1% | $2,042+128.5% |
| Participant deferral / active EE | $5,027 | $3,103+62.0% | $3,706+35.6% | $3,169+58.6% |
| Admin fee / account holder | $234 | $440-46.8% | $5,608-95.8% | $479-51.2% |