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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $192,424 |
PENSIONMARK FINANCIAL GROUP LLC3+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 27 24 E COTA ST 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $100,961 |
C.F.A.O3+ years Service code 13 · EIN 94-1557079 | Contract Administrator | $22,697 |
KRAW LAW GROUP3+ years Service code 29 · EIN 77-0171216 | Legal | $12,000 |
WEINBERG, ROGER & ROSENFELD2 years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $12,000 |
EIDE BAILLY LLP1 year Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $11,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,767 | $60,396+40.4% | $83,831+1.1% | $75,289+12.6% |
| Participation rate | 42.6% | 80.7%-38.1pp | 76.1%-33.5pp | 72.4%-29.8pp |
| Annual return | 9.86% | 3.84%+6.0pp | 850.99%-841.1pp | -0.04%+9.9pp |
| Employer contribution / active EE | $276 | $3,343-91.7% | $3,631-92.4% | $2,405-88.5% |
| Participant deferral / active EE | $5,850 | $2,922+100.2% | $4,082+43.3% | $3,739+56.5% |
| Admin fee / account holder | $420 | $141+197.7% | $5,479-92.3% | $102+311.0% |