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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,299 |
PENSIONMARK FINANCIAL GROUP LLC3+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $9,878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,756 | $43,504-59.2% | $68,793-74.2% | $56,287-68.5% |
| Participation rate | 55.9% | 67.8%-12.0pp | 72.2%-16.3pp | 69.9%-14.0pp |
| Annual return | 10.62% | -3.15%+13.8pp | -4.63%+15.2pp | -9.96%+20.6pp |
| Employer contribution / active EE | $937 | $1,525-38.6% | $2,625-64.3% | $2,111-55.6% |
| Participant deferral / active EE | $1,463 | $2,509-41.7% | $3,311-55.8% | $3,350-56.3% |
| Admin fee / account holder | $296 | $515-42.5% | $5,131-94.2% | $521-43.1% |