Filed January 13, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,524 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $21,190 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,371 | $101,317-72.0% | $146,958-80.7% | $74,495-61.9% |
| Participation rate | 78.0% | 75.5%+2.5pp | 82.2%-4.1pp | 67.2%+10.8pp |
| Annual return | 17.33% | 8730.91%-8713.6pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $1,216 | $3,810-68.1% | $4,933-75.3% | $2,623-53.6% |
| Participant deferral / active EE | $4,009 | $7,303-45.1% | $8,070-50.3% | $4,346-7.7% |
| Admin fee / account holder | $213 | $1,739-87.8% | $12,998-98.4% | $1,942-89.1% |