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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 · EIN 61-1758632 24 E. COTA ST. · SANTA BARBARA, CA 93101 | Advisory (Plan) | $20,000 |
SMITH & HOWARD, PC1+ years Service code 10 271 17TH ST., NW · ATLANTA, GA 30363 | Accounting | $19,000 |
DAILY ACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 307 UNIVERSITY BOULEVARD NORTH · MOBILE, AL 36688 | Recordkeeping | $18,504 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: BUSH RETIREMENT PLAN SERVICES Service code 49 · EIN 59-3766211 3627 STARWOOD TRL SW · LILBURN, GA 30047 | Other Services | $5,720 |
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 | $57,313 | $52,467+9.2% | $57,196+0.2% | $55,167+3.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 0.13% | 7.72%-7.6pp | 14.59%-14.5pp | 169.23%-169.1pp |
| Employer contribution / active EE | $3,016 | $2,477+21.7% | $2,683+12.4% | $1,963+53.7% |
| Participant deferral / active EE | $4,271 | $2,830+50.9% | $3,096+37.9% | $3,054+39.8% |
| Admin fee / account holder | $2 | $269-99.3% | $3,141-99.9% | $504-99.6% |