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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC5+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $69,413 |
AMERICAN FUNDS3 years Service code 49 · EIN 66-0793788 | Other Services | $0 |
DELAWARE INVESTMENTS3 years Service code 49 · EIN 23-2869117 | Other Services | $0 |
FRANKLIN TEMPLETON3 years Service code 49 · EIN 13-2573775 | Other Services | $0 |
INVESCO3 years Service code 49 · EIN 84-0933032 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 49 · EIN 13-3963293 | Other Services | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 49 · EIN 04-2468583 | Other Services | $0 |
NORTHERN FUNDS2 years Service code 49 · EIN 36-3608252 | Other Services | $0 |
PIMCO FUNDS3 years Service code 49 · EIN 95-2632339 | Other Services | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 13.41% | 9.55%+3.9pp | 9.52%+3.9pp | 9.29%+4.1pp |
| Employer contribution / active EE | $6,818 | $20,722-67.1% | $41,951-83.7% | $15,168-55.0% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |