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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $88 |
PENTEGRA SERVICES, INC.1+ years Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 43004 | Contract Administrator | $5 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,816 | $82,783-95.4% | $133,971-97.2% | $90,274-95.8% |
| Participation rate | 4.3% | 81.3%-77.0pp | 79.8%-75.5pp | 73.4%-69.0pp |
| Annual return | 0.00% | 21.89%-21.9pp | 45.09%-45.1pp | 53.97%-54.0pp |
| Employer contribution / active EE | $42 | $2,388-98.2% | $3,919-98.9% | $2,523-98.3% |
| Participant deferral / active EE | $123 | $4,291-97.1% | $5,047-97.6% | $4,231-97.1% |
| Admin fee / account holder | $0 | $93-99.7% | $8,929-100.0% | $114-99.8% |