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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $10,683 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,940 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,788 | $28,416-79.6% | $73,550-92.1% | $69,631-91.7% |
| Participation rate | 72.0% | 38.3%+33.6pp | 54.9%+17.0pp | 70.7%+1.3pp |
| Annual return | 11.85% | -694.13%+706.0pp | -15.16%+27.0pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $905 | $897+0.9% | $1,804-49.8% | $3,224-71.9% |
| Admin fee / account holder | $59 | $104-43.3% | $2,320-97.5% | $110-46.4% |