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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $25,365 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,197 |
Service code 10 PO BOX 12765 · ROANOKE, VA 24028 | Accounting | $23,315 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 535 KEISLER DRIVE · CARY, NC 27518 | Contract Administrator | $5,915 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC Service code 13 | Contract Administrator | $5,072 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $516 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,167 | $52,967-61.9% | $172,753-88.3% | $65,186-69.1% |
| Participation rate | 95.2% | 66.2%+29.0pp | 82.6%+12.6pp | 70.2%+25.0pp |
| Annual return | 17.96% | 30.12%-12.2pp | 803.00%-785.0pp | 29.39%-11.4pp |
| Employer contribution / active EE | $1,222 | $2,190-44.2% | $5,144-76.2% | $2,177-43.9% |
| Participant deferral / active EE | $1,570 | $2,471-36.5% | $5,198-69.8% | $3,514-55.3% |
| Admin fee / account holder | $287 | $472-39.2% | $13,956-97.9% | $847-66.1% |