Filed June 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK FINANICIAL Service code 27 · EIN 61-1758632 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $13,730 |
NATIONWIDE2+ years Service code 28 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $13,359 |
TRISTAR PENSION LTD2+ years Filed as: TRISTAR PENSION CONSULTING Service code 37 · EIN 73-1553813 9150 N MAY AVE, SUITE A · OKLAHOMA CITY, OH 731204487 | Loan Processing | $8,878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $6,132 | $37,044-83.4% | $71,796-91.5% | $57,658-89.4% |
| Participation rate | 35.3% | 61.1%-25.9pp | 69.1%-33.9pp | 70.2%-35.0pp |
| Annual return | 18.78% | 12.64%+6.1pp | 78.04%-59.3pp | 5.13%+13.6pp |
| Employer contribution / active EE | $224 | $720-68.9% | $1,924-88.3% | $1,974-88.6% |
| Participant deferral / active EE | $733 | $1,974-62.9% | $2,794-73.8% | $3,061-76.1% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |