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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,530 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 · EIN 61-1758632 | Consulting | $13,126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,381 | $99,168-58.3% | $96,576-57.2% | $74,440-44.4% |
| Participation rate | 43.0% | 80.7%-37.7pp | 76.0%-33.0pp | 70.7%-27.7pp |
| Annual return | 10.74% | 22.40%-11.7pp | 25.87%-15.1pp | 34.37%-23.6pp |
| Employer contribution / active EE | $900 | $2,570-65.0% | $2,965-69.7% | $2,638-65.9% |
| Participant deferral / active EE | $2,523 | $4,936-48.9% | $4,851-48.0% | $4,529-44.3% |
| Admin fee / account holder | $33 | $225-85.4% | $8,253-99.6% | $348-90.6% |