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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 · EIN 26-1958084 24 COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $16,425 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $6,977 |
AMERIBEN1+ years Filed as: AMERIBEN IEC GROUP Service code 13 · EIN 82-0497661 P.O. BOX 7186 · BOISE, ID 83707 | Contract Administrator | $3,245 |
Filed as: COTA STREET INV MNGT Service code 28 24 E. COTA STREET STE 200 · SANTA BARBARA, CA 93101 | Investment Management | $511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,838 | $64,138-44.1% | $112,258-68.1% | $66,930-46.5% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.1%-25.1pp | 69.8%-19.8pp |
| Annual return | 0.00% | -13.81%+13.8pp | 27.47%-27.5pp | 1.57%-1.6pp |
| Employer contribution / active EE | $404 | $3,006-86.6% | $3,636-88.9% | $2,545-84.1% |
| Participant deferral / active EE | $3,246 | $3,694-12.1% | $4,728-31.4% | $4,238-23.4% |
| Admin fee / account holder | $249 | $625-60.2% | $6,411-96.1% | $593-58.1% |