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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC3+ years Service code 27 · EIN 61-1758632 24 E. COTA ST. · SANTA BARBARA, CA 93101 | Advisory (Plan) | $24,000 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 739 NORTH UNIVERSITY BLVD · MOBILE, AL 36608 | Recordkeeping | $20,040 |
SMITH & HOWARD, PC3+ years Service code 10 271 17TH ST., NW · ATLANTA, GA 30363 | Accounting | $10,000 |
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 | $78,232 | $55,002+42.2% | $59,887+30.6% | $56,287+39.0% |
| Participation rate | 70.6% | 75.9%-5.3pp | 74.7%-4.1pp | 69.9%+0.7pp |
| Annual return | 11.64% | 1.13%+10.5pp | 3.46%+8.2pp | -9.96%+21.6pp |
| Employer contribution / active EE | $2,785 | $2,448+13.8% | $2,722+2.3% | $2,111+31.9% |
| Participant deferral / active EE | $4,195 | $3,121+34.4% | $3,402+23.3% | $3,350+25.2% |
| Admin fee / account holder | $13 | $236-94.4% | $3,591-99.6% | $521-97.5% |