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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 | $42,909+24.3% | $152,093-64.9% | $71,012-24.9% |
| Participation rate | 35.7% | 54.7%-18.9pp | 77.8%-42.1pp | 58.6%-22.8pp |
| Annual return | 9.56% | 30.57%-21.0pp | 66.36%-56.8pp | 37.67%-28.1pp |
| Employer contribution / active EE | $437 | $1,369-68.1% | $4,175-89.5% | $2,348-81.4% |
| Participant deferral / active EE | $2,396 | $1,904+25.8% | $5,451-56.1% | $3,246-26.2% |
| Admin fee / account holder | $394 | $1,014-61.1% | $14,497-97.3% | $1,167-66.2% |