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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $14,289 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,963 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,146 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,175 | $57,828-40.9% | $117,039-70.8% | $70,126-51.3% |
| Participation rate | 92.9% | 67.1%+25.7pp | 77.2%+15.7pp | 69.5%+23.3pp |
| Annual return | 7.29% | 17.55%-10.3pp | 18.95%-11.7pp | 73.15%-65.9pp |
| Employer contribution / active EE | $1,047 | $1,816-42.3% | $3,785-72.3% | $2,343-55.3% |
| Participant deferral / active EE | $1,783 | $2,438-26.8% | $3,929-54.6% | $3,332-46.5% |
| Admin fee / account holder | $189 | $3,548-94.7% | $5,974-96.8% | $4,645-95.9% |