Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 27 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $60,213 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $32,136 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 15 PO BOX 593 · HOLLIDAYSBURG, PA 16648 | Recordkeeping | $5,760 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,643 | $89,225-29.8% | $136,072-54.0% | $74,459-15.9% |
| Participation rate | 63.7% | 69.4%-5.7pp | 76.4%-12.8pp | 67.2%-3.5pp |
| Annual return | 16.44% | 22.76%-6.3pp | 580.46%-564.0pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $2,286 | $2,816-18.8% | $4,216-45.8% | $2,626-12.9% |
| Participant deferral / active EE | $5,176 | $4,597+12.6% | $7,028-26.4% | $4,350+19.0% |
| Admin fee / account holder | $257 | $1,545-83.4% | $6,718-96.2% | $1,945-86.8% |