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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC4+ years Service code 27 · EIN 61-1758632 24 E. COTA ST. · SANTA BARBARA, CA 93101 | Advisory (Plan) | $28,000 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 10 271 17TH STREET NW · ATLANTA, GA 30363 | Accounting | $9,000 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: BUSH RETIREMENT PLAN SERVICES Service code 13 3627 STARWOOD TRL SW · LILBURN, GA 30047 | Contract Administrator | $7,164 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,404 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,088 | $60,795+8.7% | $69,461-4.9% | $65,185+1.4% |
| Participation rate | 69.7% | 74.9%-5.2pp | 74.6%-4.9pp | 70.2%-0.5pp |
| Annual return | 5.26% | 17.46%-12.2pp | 28.97%-23.7pp | 29.38%-24.1pp |
| Employer contribution / active EE | $2,793 | $2,452+13.9% | $2,779+0.5% | $2,177+28.3% |
| Participant deferral / active EE | $4,345 | $3,162+37.4% | $3,536+22.9% | $3,514+23.6% |
| Admin fee / account holder | -$59 | $314-118.7% | $3,840-101.5% | $847-106.9% |