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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC7+ years Service code 27 · EIN 61-1758632 24 E. COTA ST. · SANTA BARBARA, CA 93101 | Advisory (Plan) | $24,000 |
SMITH & HOWARD, PC4 years Filed as: SMITH AND HOWARD PC Service code 10 271 17TH STREET NW · ATLANTA, GA 30363 | Accounting | $12,000 |
Filed as: ADVISED ASSETS GROOUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,484 |
Filed as: BUSH RETIREMENT PLAN SERVICES, INC Service code 13 3627 STARWOOD TRL, SW · LILBURN, GA 30047 | Contract Administrator | $5,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,434 | $60,989+12.2% | $60,899+12.4% | $66,930+2.2% |
| Participation rate | 80.6% | 74.5%+6.1pp | 73.1%+7.5pp | 69.8%+10.8pp |
| Annual return | -12.68% | -9.60%-3.1pp | 16.92%-29.6pp | 1.57%-14.3pp |
| Employer contribution / active EE | $3,206 | $2,661+20.5% | $2,702+18.6% | $2,545+26.0% |
| Participant deferral / active EE | $4,446 | $3,615+23.0% | $3,817+16.5% | $4,238+4.9% |
| Admin fee / account holder | $323 | $338-4.4% | $3,225-90.0% | $593-45.5% |