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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,945 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $8,302 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,115 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,108 | $69,745+17.7% | $67,511+21.6% | $74,546+10.1% |
| Participation rate | 98.0% | 71.3%+26.7pp | 72.9%+25.2pp | 67.2%+30.8pp |
| Annual return | 15.26% | -40.37%+55.6pp | 3517.41%-3502.1pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $2,403 | $2,705-11.2% | $2,733-12.1% | $2,624-8.4% |
| Participant deferral / active EE | $4,453 | $3,636+22.5% | $4,000+11.3% | $4,347+2.4% |
| Admin fee / account holder | $96 | $894-89.2% | $3,999-97.6% | $1,944-95.1% |