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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC7+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $26,953 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,289 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,770 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,194 | $104,479-21.3% | $159,474-48.5% | $79,391+3.5% |
| Participation rate | 99.4% | 76.6%+22.7pp | 82.8%+16.5pp | 70.7%+28.6pp |
| Annual return | 15.68% | 67.98%-52.3pp | 263.68%-248.0pp | 116.88%-101.2pp |
| Employer contribution / active EE | $4,680 | $3,417+36.9% | $4,831-3.1% | $2,428+92.7% |
| Participant deferral / active EE | $6,717 | $6,468+3.8% | $7,353-8.7% | $4,046+66.0% |
| Admin fee / account holder | $275 | $711-61.3% | $10,802-97.5% | $627-56.1% |