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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,350 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $22,532 |
Filed as: ASSUREDPARTNERS INVESTMENT ADVISORS Service code 27 · EIN 85-0777552 | Advisory (Plan) | $8,277 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $86,175 | $101,672-15.2% | $147,117-41.4% | $74,478+15.7% |
| Participation rate | 96.0% | 75.5%+20.4pp | 82.2%+13.8pp | 67.2%+28.7pp |
| Annual return | 16.75% | 8757.83%-8741.1pp | 420.54%-403.8pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $1,935 | $3,813-49.2% | $4,932-60.8% | $2,626-26.3% |
| Participant deferral / active EE | $8,266 | $7,305+13.2% | $8,065+2.5% | $4,350+90.0% |
| Admin fee / account holder | $323 | $1,753-81.6% | $12,993-97.5% | $1,946-83.4% |