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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,190 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $27,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,095 | $72,303-52.8% | $86,691-60.7% | $64,814-47.4% |
| Participation rate | 99.2% | 80.4%+18.8pp | 76.6%+22.6pp | 71.5%+27.8pp |
| Annual return | -7.02% | 392.77%-399.8pp | 35.94%-43.0pp | 32.84%-39.9pp |
| Employer contribution / active EE | $2,446 | $2,393+2.2% | $2,837-13.8% | $2,507-2.4% |
| Participant deferral / active EE | $5,267 | $4,660+13.0% | $4,656+13.1% | $4,310+22.2% |
| Admin fee / account holder | $375 | $174+115.3% | $7,492-95.0% | $188+99.4% |