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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $20,811 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,241 |
RAMOS & FLOYD CPAS PLLC1 year Service code 10 · EIN 86-3820053 | Accounting | $12,620 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $6,736 |
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.
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 | $47,905 | $88,203-45.7% | $165,100-71.0% | $74,478-35.7% |
| Participation rate | 83.2% | 73.1%+10.1pp | 78.6%+4.6pp | 67.2%+16.0pp |
| Annual return | 9.52% | 17.13%-7.6pp | 70.21%-60.7pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $1,774 | $2,601-31.8% | $4,348-59.2% | $2,626-32.5% |
| Participant deferral / active EE | $5,011 | $4,505+11.2% | $6,035-17.0% | $4,350+15.2% |
| Admin fee / account holder | $373 | $2,235-83.3% | $12,696-97.1% | $1,946-80.8% |