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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $152,389 |
C.F.A.O2+ years Service code 13 · EIN 94-1557079 | Contract Administrator | $25,234 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 27 24 E COTA ST 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $18,725 |
HEMMING MORSE2+ years Filed as: HEMMING MORSE CPAS AND CONSULTANTS Service code 10 · EIN 30-0702322 | Accounting | $12,089 |
KRAW LAW GROUP2+ years Service code 29 · EIN 77-0171216 | Legal | $12,000 |
Filed as: WEINBERG, ROGER AND ROSENFELD 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 | $41,649 | $221,442-81.2% | $92,240-54.8% | $77,958-46.6% |
| Participation rate | 89.1% | 79.6%+9.5pp | 76.5%+12.6pp | 71.6%+17.5pp |
| Annual return | 19.52% | 15.65%+3.9pp | 176.29%-156.8pp | 20.87%-1.3pp |
| Employer contribution / active EE | $140 | $3,226-95.7% | $3,680-96.2% | $2,310-93.9% |
| Participant deferral / active EE | $6,006 | $2,779+116.1% | $3,897+54.1% | $3,537+69.8% |
| Admin fee / account holder | $165 | $210-21.2% | $5,194-96.8% | $97+69.7% |