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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC3+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $34,592 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,029 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7425 HOLLISTER ST. · HOUSTON, TX 77040 | Contract Administrator | $5,322 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,912 | $84,936-34.2% | $111,308-49.8% | $79,391-29.6% |
| Participation rate | 59.6% | 75.9%-16.3pp | 77.3%-17.7pp | 70.7%-11.1pp |
| Annual return | 17.79% | 17.45%+0.3pp | 54.67%-36.9pp | 116.88%-99.1pp |
| Employer contribution / active EE | $1,660 | $1,979-16.1% | $2,732-39.2% | $2,428-31.6% |
| Participant deferral / active EE | $3,498 | $3,888-10.0% | $4,487-22.1% | $4,046-13.5% |
| Admin fee / account holder | $435 | $537-19.0% | $7,965-94.5% | $627-30.5% |