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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 28 · EIN 84-0467907 24 E COTA ST STE 200 · SANTA NARBARA, CT 93101 | Investment Management | $18,341 |
TRUOG-RYDING COMPANY, INC.2+ years Service code 13 | Contract Administrator | $4,585 |
Filed as: GREAT-WEST LIFE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,100 |
Filed as: ADVISED ASSET GROUP Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $668 |
THE RYDING COMPANY2+ years Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,000 | $23,385+2.6% | $69,182-65.3% | $57,658-58.4% |
| Participation rate | 34.1% | 37.9%-3.8pp | 55.1%-21.0pp | 70.2%-36.1pp |
| Annual return | 8.77% | -659.34%+668.1pp | -21.94%+30.7pp | 5.13%+3.6pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,205-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $650 | $843-22.9% | $1,896-65.7% | $3,061-78.8% |
| Admin fee / account holder | -$8 | $82-109.6% | $2,697-100.3% | $95-108.3% |