Filed June 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANICIAL GROUP LLC Service code 27 · EIN 61-1758632 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $15,498 |
NATIONWIDE3+ years Service code 28 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $15,491 |
TRISTAR PENSION LTD3+ years Filed as: TRISTAR PENSION CONSULTING Service code 37 · EIN 73-1553813 9150 N MAY AVE, SUITE A · OKLAHOMA CITY, OK 731204487 | Loan Processing | $6,875 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,243 | $48,064-84.9% | $78,778-90.8% | $69,631-89.6% |
| Participation rate | 32.1% | 61.6%-29.4pp | 69.2%-37.1pp | 70.7%-38.6pp |
| Annual return | 15.39% | 21.81%-6.4pp | 35.62%-20.2pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $220 | $744-70.4% | $1,986-88.9% | $2,032-89.2% |
| Participant deferral / active EE | $797 | $2,079-61.7% | $2,958-73.1% | $3,224-75.3% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |