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| Provider | Service type | Compensation |
|---|---|---|
C.F.A.O4+ years Service code 13 265 HEGENBERGER ROAD, SUITE 100 · OAKLAND, CA 94621 | Contract Administrator | $366,252 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $270,364 |
PENSIONMARK FINANCIAL GROUP LLC4+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 27 24 E COTA ST 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $37,676 |
EIDE BAILLY LLP2 years Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $12,119 |
KRAW LAW GROUP4+ years Service code 29 · EIN 77-0171216 | Legal | $12,000 |
WEINBERG, ROGER & ROSENFELD3 years 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $41,075 | $66,051-37.8% | $92,909-55.8% | $77,775-47.2% |
| Participation rate | 90.2% | 81.0%+9.2pp | 76.0%+14.2pp | 73.2%+16.9pp |
| Annual return | 3.41% | 20.69%-17.3pp | 109.44%-106.0pp | 32.58%-29.2pp |
| Employer contribution / active EE | $233 | $3,426-93.2% | $3,653-93.6% | $2,504-90.7% |
| Participant deferral / active EE | $6,381 | $3,013+111.7% | $4,238+50.6% | $3,966+60.9% |
| Admin fee / account holder | $326 | $148+120.6% | $5,795-94.4% | $100+225.9% |