Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $250,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,302 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $13,785 |
ASCENSUS LLC2 years Filed as: BADEN GAGE AND SCHROEDER, LLC Service code 10 6920 POINTE INVERNESS WAY, STE 300 · FORT WAYNE, IN 46804 | Accounting | $11,300 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $477 |
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 | $87,443 | $59,191+47.7% | $76,767+13.9% | $56,289+55.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -3.58% | 6.62%-10.2pp | 2.43%-6.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $5,063 | $1,759+187.8% | $2,485+103.7% | $2,111+139.8% |
| Participant deferral / active EE | $5,147 | $3,255+58.1% | $3,852+33.6% | $3,350+53.6% |
| Admin fee / account holder | $214 | $489-56.2% | $6,675-96.8% | $521-58.8% |