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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Participants) | $6,708 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $420 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,974 | $31,679+60.9% | $74,723-31.8% | $65,186-21.8% |
| Participation rate | 21.4% | 40.4%-18.9pp | 54.5%-33.0pp | 70.2%-48.8pp |
| Annual return | 10.34% | 39.04%-28.7pp | 753.18%-742.8pp | 29.39%-19.0pp |
| Employer contribution / active EE | $397 | $566-29.9% | $1,084-63.4% | $2,177-81.8% |
| Participant deferral / active EE | $703 | $1,191-41.0% | $1,962-64.2% | $3,514-80.0% |
| Admin fee / account holder | $84 | $379-77.7% | $3,335-97.5% | $847-90.0% |