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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $53,961 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $37,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,083 | $50,820+14.3% | $155,567-62.7% | $77,671-25.2% |
| Participation rate | 61.8% | 63.1%-1.3pp | 78.2%-16.4pp | 70.6%-8.7pp |
| Annual return | 18.30% | 34.85%-16.5pp | 64.74%-46.4pp | 31.21%-12.9pp |
| Employer contribution / active EE | $814 | $1,993-59.1% | $4,674-82.6% | $2,726-70.1% |
| Participant deferral / active EE | $3,494 | $2,823+23.8% | $5,628-37.9% | $4,648-24.8% |
| Admin fee / account holder | $308 | $436-29.5% | $15,916-98.1% | $430-28.5% |