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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC4+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $35,743 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,980 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Contract Administrator | $5,499 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,521 |
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 | $46,071 | $65,437-29.6% | $86,698-46.9% | $66,949-31.2% |
| Participation rate | 86.5% | 75.5%+11.0pp | 76.6%+9.9pp | 69.8%+16.6pp |
| Annual return | -16.90% | -10.91%-6.0pp | 35.96%-52.9pp | 1.57%-18.5pp |
| Employer contribution / active EE | $2,231 | $2,154+3.6% | $2,837-21.3% | $2,545-12.3% |
| Participant deferral / active EE | $3,772 | $4,102-8.0% | $4,656-19.0% | $4,239-11.0% |
| Admin fee / account holder | $448 | $642-30.2% | $7,492-94.0% | $594-24.6% |