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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $126,087 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 27 24 E COTA ST 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $20,360 |
C.F.A.O1+ years Service code 13 · EIN 94-1557079 | Contract Administrator | $13,732 |
HEMMING MORSE1+ years Filed as: HEMMING MORSE CPAS AND CONSULTANTS Service code 10 · EIN 30-0702322 | Accounting | $12,114 |
KRAW LAW GROUP1+ years Service code 29 · EIN 77-0171216 | Legal | $12,000 |
WEINBERG, ROGER & ROSENFELD1+ years Filed as: WEINBERG Service code 29 · EIN 94-2458080 | Legal | $12,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,128 | $54,392-29.9% | $84,753-55.0% | $63,975-40.4% |
| Participation rate | 88.8% | 76.9%+12.0pp | 76.6%+12.2pp | 71.1%+17.7pp |
| Annual return | 8.09% | 611.38%-603.3pp | 22.78%-14.7pp | 48.65%-40.6pp |
| Employer contribution / active EE | $219 | $2,943-92.6% | $3,574-93.9% | $2,182-90.0% |
| Participant deferral / active EE | $5,682 | $2,593+119.2% | $3,712+53.1% | $3,356+69.3% |
| Admin fee / account holder | $180 | $136+32.6% | $5,333-96.6% | $70+155.7% |