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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK RETIREMENT Service code 99 · EIN 61-1758632 | Other Fees | $10,000 |
HIGGINS, MARCUS & LOVETT, INC.2+ years Filed as: HIGGINS, MARCUS, LOVETT INC. Service code 99 | Other Fees | $5,032 |
Filed as: HIGGINS, MARCUS, LOVETT INC Service code 99 · EIN 95-3613282 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,488 | $76,551+1.2% | $123,894-37.5% | $62,881+23.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -1.66% | 18.68%-20.3pp | 47.52%-49.2pp | 20.14%-21.8pp |
| Employer contribution / active EE | $1,620 | $2,882-43.8% | $4,617-64.9% | $2,281-29.0% |
| Participant deferral / active EE | $5,238 | $4,840+8.2% | $5,984-12.5% | $3,203+63.5% |
| Admin fee / account holder | $16 | $4,826-99.7% | $8,357-99.8% | $4,296-99.6% |