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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,305 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,707 |
Service code 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $2,128 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,860 | $46,072-59.1% | $69,779-73.0% | $55,167-65.8% |
| Participation rate | 60.2% | 67.5%-7.2pp | 71.8%-11.6pp | 69.0%-8.7pp |
| Annual return | 0.12% | 8.68%-8.6pp | 12.99%-12.9pp | 169.23%-169.1pp |
| Employer contribution / active EE | $604 | $1,500-59.7% | $2,338-74.2% | $1,963-69.2% |
| Participant deferral / active EE | $1,621 | $2,344-30.8% | $2,931-44.7% | $3,054-46.9% |
| Admin fee / account holder | $282 | $428-34.1% | $4,381-93.6% | $504-44.1% |