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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $90,095 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,640 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,554 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
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.
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 | $80,474 | $80,177+0.4% | $123,894-35.0% | $57,658+39.6% |
| Participation rate | 30.5% | 74.4%-44.0pp | 81.4%-50.9pp | 70.2%-39.7pp |
| Annual return | -28.97% | 17.90%-46.9pp | 47.52%-76.5pp | 5.13%-34.1pp |
| Employer contribution / active EE | $2,368 | $2,913-18.7% | $4,617-48.7% | $1,974+20.0% |
| Participant deferral / active EE | $4,381 | $5,130-14.6% | $5,984-26.8% | $3,061+43.1% |
| Admin fee / account holder | $109 | $106+2.9% | $8,357-98.7% | $95+15.7% |