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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $21,502 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,962 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7425 HOLLISTER ST. · HOUSTON, TX 77040 | Contract Administrator | $3,308 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $389 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,366 | $65,378-42.8% | $87,103-57.1% | $65,186-42.7% |
| Participation rate | 85.6% | 75.3%+10.2pp | 76.9%+8.7pp | 70.2%+15.4pp |
| Annual return | 21.24% | 31.28%-10.0pp | 28.19%-7.0pp | 29.39%-8.1pp |
| Employer contribution / active EE | $2,035 | $1,823+11.6% | $2,521-19.3% | $2,177-6.5% |
| Participant deferral / active EE | $3,451 | $3,389+1.8% | $4,049-14.8% | $3,514-1.8% |
| Admin fee / account holder | $272 | $520-47.6% | $7,491-96.4% | $847-67.9% |