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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK FINANCIAL GROUP, L Service code 17 · EIN 61-1758632 | Pension Consulting | $115,185 |
MINNESOTA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $107,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,120 | $100,272-9.1% | $170,028-46.4% | $74,440+22.4% |
| Participation rate | 60.3% | 87.4%-27.1pp | 87.0%-26.7pp | 70.7%-10.5pp |
| Annual return | 21.48% | 66.12%-44.6pp | 53.39%-31.9pp | 34.37%-12.9pp |
| Employer contribution / active EE | $2,045 | $4,266-52.1% | $6,788-69.9% | $2,638-22.5% |
| Participant deferral / active EE | $4,195 | $7,147-41.3% | $10,409-59.7% | $4,529-7.4% |
| Admin fee / account holder | $195 | $235-16.6% | $12,820-98.5% | $348-43.8% |