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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-4357540 | Advisory (Plan) | $49,359 |
Filed as: ASSETMARK INC Service code 27 · EIN 58-2113323 | Advisory (Plan) | $43,552 |
HILL INVESTMENT GROUP LLC9 years Service code 27 · EIN 20-3028354 | Advisory (Plan) | $22,470 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $479,963 | $101,653+372.2% | $147,080+226.3% | $74,459+544.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.22% | 8754.98%-8742.8pp | 420.17%-407.9pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $18,605 | $3,813+387.9% | $4,933+277.1% | $2,626+608.5% |
| Participant deferral / active EE | $14,162 | $7,304+93.9% | $8,066+75.6% | $4,350+225.6% |
| Admin fee / account holder | $799 | $1,752-54.4% | $12,989-93.8% | $1,945-58.9% |