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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 | Recordkeeping and information managem... | $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 | $61,789+21.5% | $97,167-22.7% | $80,874-7.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 13.02% | -557.90%+570.9pp | 75.27%-62.2pp | 35.62%-22.6pp |
| Employer contribution / active EE | $11 | $1,837-99.4% | $2,729-99.6% | $2,756-99.6% |
| Participant deferral / active EE | $10,478 | $3,028+246.0% | $4,264+145.7% | $4,297+143.8% |
| Admin fee / account holder | $769 | $5,168-85.1% | $5,650-86.4% | $6,935-88.9% |