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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL Service code 16 2829 E DUPONT RD. · FORT WAYNE, IN 46825 | Consulting | $20,000 |
Service code 16 · EIN 82-1828832 | Consulting | $10,198 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN Service code 15 200 DRYDEN RD. · DRESHER, PA 19025 | Recordkeeping | $10,123 |
LARSON FINANCIAL GROUP LLC3 years Filed as: LARSON FINANCIAL GROUP Service code 16 · EIN 20-4773945 | Consulting | $9,358 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,327 | $47,180+275.9% | $149,723+18.4% | $74,473+138.1% |
| Participation rate | 92.4% | 63.4%+29.0pp | 78.8%+13.6pp | 70.7%+21.7pp |
| Annual return | 19.00% | 22.75%-3.7pp | 134.50%-115.5pp | 34.36%-15.4pp |
| Employer contribution / active EE | $7,719 | $1,907+304.7% | $4,821+60.1% | $2,638+192.6% |
| Participant deferral / active EE | $6,017 | $2,730+120.4% | $5,682+5.9% | $4,530+32.8% |
| Admin fee / account holder | $91 | $343-73.6% | $13,215-99.3% | $347-73.9% |