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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $59,011 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $36,371 |
WINDHAM BRANNON4 years Filed as: WINDHAM BRANNON LLC Service code 10 · EIN 58-1763439 | Accounting | $16,250 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ 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.
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 | $47,824 | $47,163+1.4% | $149,696-68.1% | $74,460-35.8% |
| Participation rate | 66.9% | 63.4%+3.5pp | 78.8%-11.9pp | 70.7%-3.8pp |
| Annual return | 14.53% | 22.75%-8.2pp | 134.46%-119.9pp | 34.38%-19.8pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,408 | $2,730-48.4% | $5,682-75.2% | $4,530-68.9% |
| Admin fee / account holder | $349 | $343+1.7% | $13,212-97.4% | $348+0.3% |