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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $687,666 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 99 · EIN 81-1758632 | Other Fees | $308,862 |
Filed as: STEPHEN B. MARVIN AGENCY INC. Service code 99 · EIN 95-2959354 | Other Fees | $61,772 |
JOHANSON & YAU2 years Filed as: JOHANSON AND YAU ACCOUNTANCY COR Service code 99 · EIN 94-2702860 | Other Fees | $26,750 |
FEDERATED10+ years Filed as: FEDERATED INVESTORS Service code 28 PO BOX 8600 · BOSTON, MA 02266 | Investment Management | $0 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JPMORGAN ASSET MANAGEMENT Service code 28 PO BOX 419784 · KANSAS CITY, MO 64141 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,370 | $113,568-42.4% | $67,575-3.3% | $199,960-67.3% |
| Participation rate | 76.4% | 73.3%+3.0pp | 72.9%+3.4pp | 72.0%+4.4pp |
| Annual return | 13.67% | 15.88%-2.2pp | 3528.98%-3515.3pp | 34.28%-20.6pp |
| Employer contribution / active EE | $4,087 | $3,409+19.9% | $2,736+49.4% | $3,036+34.6% |
| Participant deferral / active EE | $5,007 | $4,163+20.3% | $4,003+25.1% | $5,087-1.6% |
| Admin fee / account holder | $464 | $102+352.8% | $3,993-88.4% | $269+72.2% |