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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 27 · EIN 61-1758632 24 E. COTA ST. · SANTA BARBARA, CA 93101 | Advisory (Plan) | $24,000 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 739 NORTH UNIVERSITY BLVD · MOBILE, AL 36608 | Recordkeeping | $19,882 |
SMITH & HOWARD, PC2+ years Service code 10 271 17TH ST., NW · ATLANTA, GA 30363 | Accounting | $10,000 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: BUSH RETIREMENT PLAN SERVICES Service code 49 · EIN 59-3766211 3627 STARWOOD TRL SW · LILBURN, GA 30047 | Other Services | $5,530 |
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 | $61,687 | $57,976+6.4% | $63,018-2.1% | $62,293-1.0% |
| Participation rate | 87.9% | 75.9%+12.0pp | 74.8%+13.1pp | 69.5%+18.4pp |
| Annual return | 13.04% | 17.54%-4.5pp | 87.62%-74.6pp | 28.90%-15.9pp |
| Employer contribution / active EE | $2,820 | $2,415+16.8% | $2,761+2.1% | $2,042+38.1% |
| Participant deferral / active EE | $3,878 | $2,956+31.2% | $3,330+16.5% | $3,169+22.4% |
| Admin fee / account holder | $10 | $276-96.4% | $3,601-99.7% | $479-97.9% |