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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,172 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 | Advisory (Plan) | $11,548 |
COOPER SAVAS LLC2 years Service code 27 · EIN 27-5169784 | Advisory (Plan) | $9,000 |
Filed as: SIDE BY SIDE FINANCIALS, INC Service code 13 | Contract Administrator | $8,661 |
ORENDA RETIREMENT, LLC3 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $3,750 |
ORENDA RETIREMENT, LLC6 years Service code 13 | Contract Administrator | $2,638 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $0 |
Service code 13 · EIN 27-3232902 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,343 | $36,904+44.5% | $158,223-66.3% | $65,191-18.2% |
| Participation rate | 35.7% | 62.1%-26.4pp | 79.2%-43.5pp | 63.0%-27.3pp |
| Annual return | 9.56% | 24.43%-14.9pp | 52.09%-42.5pp | 51.24%-41.7pp |
| Employer contribution / active EE | $437 | $1,489-70.6% | $4,109-89.4% | $2,400-81.8% |
| Participant deferral / active EE | $2,396 | $1,936+23.7% | $5,467-56.2% | $2,671-10.3% |
| Admin fee / account holder | $394 | $793-50.3% | $16,047-97.5% | $907-56.5% |