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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $56,618 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $38,973 |
WINDHAM BRANNON3 years Filed as: WINDHAM BRANNON LLC Service code 10 · EIN 58-1763439 | Accounting | $25,500 |
MID ATLANTIC CAPITAL CORPORATION8+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,430 | $46,332-4.1% | $143,799-69.1% | $64,819-31.5% |
| Participation rate | 58.8% | 64.2%-5.5pp | 80.3%-21.5pp | 71.5%-12.7pp |
| Annual return | -15.83% | -10.05%-5.8pp | -0.04%-15.8pp | 32.84%-48.7pp |
| Employer contribution / active EE | -$0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,366 | $2,647-48.4% | $5,638-75.8% | $4,311-68.3% |
| Admin fee / account holder | $373 | $154+142.2% | $14,677-97.5% | $188+98.4% |