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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Participants) | $3,978 |
Service code 27 · EIN 61-1758632 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $2,263 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $667 |
TPA SERVICES, INC.1 year Filed as: TPA SERVICES,INC. Service code 13 · EIN 84-1571661 7108 S ALTON WAY, BLDG L, SUITE B · CENTENNIAL, CO 80112 | Contract Administrator | $95 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $68 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,346 | $47,448-8.6% | $94,993-54.4% | $62,293-30.4% |
| Participation rate | 22.5% | 66.5%-44.0pp | 73.9%-51.4pp | 69.5%-47.0pp |
| Annual return | 17.02% | 22.64%-5.6pp | 27.14%-10.1pp | 28.90%-11.9pp |
| Employer contribution / active EE | $564 | $1,300-56.6% | $2,603-78.4% | $2,042-72.4% |
| Participant deferral / active EE | $1,057 | $2,375-55.5% | $3,317-68.1% | $3,169-66.7% |
| Admin fee / account holder | $128 | $434-70.5% | $4,960-97.4% | $479-73.3% |