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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 82-1828832 | Consulting | $27,183 |
Filed as: PENSIONMARK FINANCIAL Service code 16 2829 E DUPONT RD. · FORT WAYNE, IN 46825 | Consulting | $15,000 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN Service code 15 200 DRYDEN RD. · DRESHER, PA 19025 | Recordkeeping | $11,167 |
LARSON FINANCIAL GROUP LLC4 years Filed as: LARSON FINANCIAL GROUP Service code 16 · EIN 20-4773945 | Consulting | $7,932 |
Filed as: WORLD INVESTMENT ADVISORS Service code 16 24 E COTA ST · SANTA BARBARA, CA 93101 | Consulting | $5,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,191 | $50,919+289.2% | $155,556+27.4% | $77,762+154.9% |
| Participation rate | 88.2% | 63.1%+25.1pp | 78.2%+10.0pp | 70.6%+17.6pp |
| Annual return | 14.48% | 34.84%-20.4pp | 64.84%-50.4pp | 31.27%-16.8pp |
| Employer contribution / active EE | $8,015 | $1,991+302.5% | $4,675+71.4% | $2,728+193.8% |
| Participant deferral / active EE | $6,035 | $2,824+113.7% | $5,631+7.2% | $4,651+29.8% |
| Admin fee / account holder | $115 | $437-73.8% | $15,885-99.3% | $433-73.5% |