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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $9,038 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,067 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,232 | $35,986-10.4% | $77,513-58.4% | $73,493-56.1% |
| Participation rate | 30.2% | 40.8%-10.6pp | 54.2%-24.0pp | 70.7%-40.4pp |
| Annual return | 11.24% | 19.26%-8.0pp | 54.81%-43.6pp | 28.51%-17.3pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $418 | $1,198-65.1% | $1,861-77.5% | $3,740-88.8% |
| Admin fee / account holder | $307 | $466-34.2% | $2,859-89.3% | $513-40.3% |