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| Provider | Service type | Compensation |
|---|---|---|
APB RETIREMENT1 year Service code 13 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Contract Administrator | $35,799 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 24 EAST COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Participants) | $32,074 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,719 | $86,897-84.2% | $151,639-91.0% | $64,819-78.8% |
| Participation rate | 90.2% | 87.3%+3.0pp | 87.5%+2.7pp | 71.5%+18.8pp |
| Annual return | 57.45% | -3.57%+61.0pp | 3.34%+54.1pp | 32.84%+24.6pp |
| Employer contribution / active EE | $967 | $4,010-75.9% | $6,165-84.3% | $2,507-61.4% |
| Participant deferral / active EE | $2,560 | $6,690-61.7% | $8,363-69.4% | $4,311-40.6% |
| Admin fee / account holder | $108 | $153-29.1% | $11,613-99.1% | $188-42.3% |