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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $22,974 |
GALLINA LLP2+ years Filed as: GALLINA, LLP Service code 10 · EIN 94-2147510 | Accounting | $16,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,131 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,104 | $135,956-14.6% | $123,894-6.3% | $273,972-57.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.09% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.4pp |
| Employer contribution / active EE | $972 | $5,170-81.2% | $4,617-78.9% | $4,869-80.0% |
| Participant deferral / active EE | $12,968 | $6,343+104.5% | $5,984+116.7% | $5,287+145.3% |
| Admin fee / account holder | $516 | $9,817-94.7% | $8,357-93.8% | $10,133-94.9% |