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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC6+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $21,451 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,866 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,946 |
Filed as: DAVEY INSURANCE MARKING INC DBA PAC Service code 99 1645 SHAW AVE UNIT 101 · CLOVIS, CA 93611 | Other Fees | $1,575 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,957 | $99,957-15.0% | $149,745-43.3% | $73,497+15.6% |
| Participation rate | 92.3% | 75.7%+16.6pp | 82.5%+9.8pp | 70.7%+21.6pp |
| Annual return | 18.36% | 53.87%-35.5pp | 276.72%-258.4pp | 28.51%-10.2pp |
| Employer contribution / active EE | $4,636 | $3,191+45.3% | $4,646-0.2% | $2,270+104.2% |
| Participant deferral / active EE | $6,361 | $6,073+4.8% | $6,843-7.0% | $3,740+70.1% |
| Admin fee / account holder | $283 | $551-48.6% | $9,312-97.0% | $513-44.8% |