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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY5 years Service code 15 · EIN 39-0230590 | Recordkeeping | $18,394 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E COTA ST · SANTA BARBARA, CA 931011665 | Advisory (Plan) | $12,399 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,470 | $44,642-58.6% | $91,220-79.8% | $66,914-72.4% |
| Participation rate | 53.9% | 64.9%-11.0pp | 73.2%-19.3pp | 69.8%-15.9pp |
| Annual return | -21.29% | -12.29%-9.0pp | 114.01%-135.3pp | 1.58%-22.9pp |
| Employer contribution / active EE | $1,070 | $1,706-37.3% | $2,850-62.5% | $2,544-58.0% |
| Participant deferral / active EE | $2,880 | $3,349-14.0% | $4,234-32.0% | $4,237-32.0% |
| Admin fee / account holder | $219 | $521-58.0% | $5,420-96.0% | $593-63.0% |