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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL Service code 27 · EIN 61-1758632 | Advisory (Plan) | $33,832 |
QBI, LLC3 years Filed as: QBI,LLC Service code 15 · EIN 26-2768667 | Recordkeeping | $11,323 |
Filed as: POLLARO & ASSOCIATES Service code 10 · EIN 46-3852095 | Accounting | $6,700 |
COTA STREET INVESTMENT MGMT1 year Service code 28 · EIN 38-4116855 24 E. COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Investment Management | $3,334 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,870 | $201,594-73.8% | $101,248-47.8% | - |
| Participation rate | 49.4% | 64.6%-15.2pp | 75.8%-26.4pp | - |
| Annual return | 30.56% | 13.55%+17.0pp | 46.47%-15.9pp | - |
| Employer contribution / active EE | $713 | $2,288-68.8% | $3,660-80.5% | - |
| Participant deferral / active EE | $3,150 | $3,091+1.9% | $4,370-27.9% | - |
| Admin fee / account holder | $424 | $7,709-94.5% | $5,945-92.9% | - |