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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC5+ years Service code 27 · EIN 61-1758632 24 E. COTA ST. · SANTA BARBARA, CA 93101 | Advisory (Plan) | $24,000 |
SMITH & HOWARD, PC2 years Filed as: SMITH AND HOWARD PC Service code 10 271 17TH STREET NW · ATLANTA, GA 30363 | Accounting | $13,000 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: BUSH RETIREMENT PLAN SERVICES Service code 13 3627 STARWOOD TRL SW · LILBURN, GA 30047 | Contract Administrator | $4,918 |
Filed as: ADVISED ASSETS GROOUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,364 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,481 | $65,322+4.8% | $70,476-2.8% | $73,493-6.8% |
| Participation rate | 87.3% | 77.0%+10.4pp | 75.1%+12.3pp | 70.7%+16.7pp |
| Annual return | 5.12% | 15.71%-10.6pp | 109.12%-104.0pp | 28.51%-23.4pp |
| Employer contribution / active EE | $3,057 | $2,460+24.3% | $2,738+11.7% | $2,270+34.7% |
| Participant deferral / active EE | $4,676 | $3,375+38.6% | $3,710+26.0% | $3,740+25.0% |
| Admin fee / account holder | $335 | $214+56.6% | $3,847-91.3% | $513-34.7% |