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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,781 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $8,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,315 | $60,776-40.2% | $85,693-57.6% | $79,393-54.3% |
| Participation rate | 32.1% | 62.1%-30.0pp | 69.9%-37.8pp | 70.7%-38.7pp |
| Annual return | 11.27% | 16.57%-5.3pp | 21.49%-10.2pp | 116.87%-105.6pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,713 | $2,919-41.3% | $3,923-56.3% | $4,046-57.7% |
| Admin fee / account holder | $387 | $438-11.7% | $6,874-94.4% | $627-38.2% |