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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC5+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 24 E. COTA ST. · SANTA BARBARA, CA 93101 | Advisory (Plan) | $29,100 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,656 |
FOX ROTHSCHILD LLP5+ years Filed as: FOX & FOX Service code 13 2491 E. ALLUVIAL AVE. · CLOVIS, CA 93611 | Contract Administrator | $0 |
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,852 | $98,982-41.6% | $162,185-64.3% | $65,186-11.3% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 16.62% | 24.84%-8.2pp | 115.61%-99.0pp | 29.39%-12.8pp |
| Employer contribution / active EE | $442 | $3,467-87.2% | $5,613-92.1% | $2,177-79.7% |
| Participant deferral / active EE | $3,483 | $5,384-35.3% | $7,297-52.3% | $3,514-0.9% |
| Admin fee / account holder | $340 | $596-42.9% | $10,844-96.9% | $847-59.8% |