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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $39,788 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $28,925 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,100 | $61,816+21.5% | $97,260-22.8% | $80,935-7.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 13.02% | -558.73%+571.8pp | 75.54%-62.5pp | 35.66%-22.6pp |
| Employer contribution / active EE | $11 | $1,836-99.4% | $2,721-99.6% | $2,757-99.6% |
| Participant deferral / active EE | $10,478 | $3,027+246.2% | $4,262+145.9% | $4,299+143.7% |
| Admin fee / account holder | $769 | $5,166-85.1% | $5,640-86.4% | $6,924-88.9% |