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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC5+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $33,454 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,147 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Contract Administrator | $5,146 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,216 |
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 | $48,708 | $76,112-36.0% | $96,534-49.5% | $71,511-31.9% |
| Participation rate | 74.3% | 74.4%-0.1pp | 76.0%-1.7pp | 67.9%+6.4pp |
| Annual return | 14.28% | 22.81%-8.5pp | 25.88%-11.6pp | 28.86%-14.6pp |
| Employer contribution / active EE | $2,841 | $2,248+26.4% | $2,965-4.2% | $2,589+9.7% |
| Participant deferral / active EE | $4,264 | $4,217+1.1% | $4,851-12.1% | $4,291-0.6% |
| Admin fee / account holder | $419 | $2,708-84.5% | $8,253-94.9% | $1,588-73.6% |