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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 49 · EIN 61-1758632 | Other Services | $37,699 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $16,769 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $8,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,109 | $106,230-50.9% | $147,080-64.6% | $77,736-33.0% |
| Participation rate | 63.4% | 78.4%-15.0pp | 82.2%-18.8pp | 70.6%-7.2pp |
| Annual return | 34.85% | 56.91%-22.1pp | 420.17%-385.3pp | 31.26%+3.6pp |
| Employer contribution / active EE | $3,018 | $4,072-25.9% | $4,933-38.8% | $2,728+10.6% |
| Participant deferral / active EE | $6,763 | $8,001-15.5% | $8,066-16.2% | $4,651+45.4% |
| Admin fee / account holder | $113 | $338-66.6% | $12,989-99.1% | $433-73.9% |