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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 | $69,708+17.8% | $67,560+21.5% | $74,478+10.2% |
| Participation rate | 98.0% | 71.4%+26.6pp | 72.9%+25.1pp | 67.2%+30.8pp |
| Annual return | 15.26% | -40.67%+55.9pp | 3533.50%-3518.2pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $2,403 | $2,715-11.5% | $2,737-12.2% | $2,626-8.5% |
| Participant deferral / active EE | $4,453 | $3,637+22.4% | $4,004+11.2% | $4,350+2.4% |
| Admin fee / account holder | $96 | $887-89.2% | $3,994-97.6% | $1,946-95.1% |