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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $19,016 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $10,318 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,588 | $55,446+34.5% | $155,574-52.1% | $74,429+0.2% |
| Participation rate | 37.8% | 61.9%-24.1pp | 78.2%-40.4pp | 67.2%-29.4pp |
| Annual return | 11.21% | 269.20%-258.0pp | 64.87%-53.7pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $1,037 | $2,266-54.2% | $4,676-77.8% | $2,625-60.5% |
| Participant deferral / active EE | $2,087 | $2,836-26.4% | $5,629-62.9% | $4,348-52.0% |
| Admin fee / account holder | $470 | $1,743-73.1% | $15,914-97.0% | $1,944-75.8% |