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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,425 |
PENSIONMARK FINANCIAL GROUP LLC5+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $9,110 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,654 | $54,590-67.7% | $81,926-78.5% | $73,493-76.0% |
| Participation rate | 50.4% | 68.3%-17.9pp | 72.0%-21.6pp | 70.7%-20.3pp |
| Annual return | 3.86% | 17.74%-13.9pp | 29.49%-25.6pp | 28.51%-24.7pp |
| Employer contribution / active EE | $849 | $1,636-48.1% | $4,310-80.3% | $2,270-62.6% |
| Participant deferral / active EE | $1,349 | $2,759-51.1% | $7,108-81.0% | $3,740-63.9% |
| Admin fee / account holder | $199 | $592-66.3% | $5,159-96.1% | $513-61.1% |