Filed December 31, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,775 |
PINNACLE PENSION SERVICES10+ years Filed as: PINNACLE PENSION SERVICES, INC. Service code 13 · EIN 82-0433443 3101 W. MAIN STREET, STE 100 · BOISE, ID 83702 | Contract Administrator | $35,010 |
PENSIONMARK FINANCIAL GROUP LLC10+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 26-1958084 24 E COTA STREET, STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $30,000 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $25,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,199 | $31,741+20.3% | $56,025-31.8% | $200,096-80.9% |
| Participation rate | 39.3% | 32.3%+7.0pp | 52.5%-13.2pp | 72.0%-32.7pp |
| Annual return | 13.11% | 14.72%-1.6pp | 1712.69%-1699.6pp | 34.26%-21.2pp |
| Employer contribution / active EE | $671 | $508+32.2% | $1,042-35.6% | $3,038-77.9% |
| Participant deferral / active EE | $1,959 | $1,184+65.4% | $1,955+0.2% | $5,090-61.5% |
| Admin fee / account holder | $227 | $426-46.8% | $2,828-92.0% | $269-15.8% |