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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $18,448 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,851 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,954 | $81,870-12.1% | $119,634-39.9% | $68,490+5.1% |
| Participation rate | 89.5% | 71.9%+17.6pp | 79.3%+10.3pp | 67.9%+21.6pp |
| Annual return | -13.60% | -23.82%+10.2pp | -14.98%+1.4pp | -7.85%-5.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,857 | $4,148+17.1% | $5,601-13.3% | $4,028+20.6% |
| Admin fee / account holder | $352 | $6,583-94.6% | $10,329-96.6% | $5,403-93.5% |