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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $17,427 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $8,525 |
TRUOG-RYDING COMPANY, INC.2+ years Service code 13 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $7,837 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,089 |
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.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,390 | $49,138-64.6% | $84,020-79.3% | $65,185-73.3% |
| Participation rate | 57.4% | 60.7%-3.4pp | 69.0%-11.6pp | 70.2%-12.8pp |
| Annual return | 16.42% | 23.00%-6.6pp | 71.31%-54.9pp | 29.38%-13.0pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,777 | $2,397-25.8% | $3,239-45.1% | $3,514-49.4% |
| Admin fee / account holder | $239 | $543-56.0% | $6,101-96.1% | $847-71.8% |