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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 26 · EIN 61-1758632 24 E. COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Participants) | $36,130 |
401K GENERATION7 years Service code 13 · EIN 26-4477125 237 S. WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $17,298 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,064 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,591 | $79,209-26.0% | $102,434-42.8% | $74,459-21.3% |
| Participation rate | 87.5% | 74.8%+12.7pp | 76.5%+11.0pp | 67.2%+20.3pp |
| Annual return | 12.85% | 54.98%-42.1pp | 29.46%-16.6pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $727 | $2,362-69.2% | $3,023-75.9% | $2,626-72.3% |
| Participant deferral / active EE | $2,939 | $4,417-33.5% | $5,055-41.9% | $4,350-32.4% |
| Admin fee / account holder | $485 | $2,002-75.8% | $9,462-94.9% | $1,945-75.0% |