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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $54,253 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,730 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,412 | $101,653-27.8% | $147,080-50.1% | $74,459-1.4% |
| Participation rate | 94.0% | 75.6%+18.4pp | 82.2%+11.8pp | 67.2%+26.8pp |
| Annual return | 19.01% | 8754.98%-8736.0pp | 420.17%-401.2pp | 1369.70%-1350.7pp |
| Employer contribution / active EE | $6,791 | $3,813+78.1% | $4,933+37.7% | $2,626+158.6% |
| Participant deferral / active EE | $13,950 | $7,304+91.0% | $8,066+72.9% | $4,350+220.7% |
| Admin fee / account holder | $161 | $1,752-90.8% | $12,989-98.8% | $1,945-91.7% |