Filed March 14, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 99 · EIN 61-1758632 | Other Fees | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,542 | $65,378-21.2% | $87,103-40.8% | $65,186-20.9% |
| Participation rate | 58.2% | 75.3%-17.2pp | 76.9%-18.7pp | 70.2%-12.0pp |
| Annual return | 22.90% | 31.28%-8.4pp | 28.19%-5.3pp | 29.39%-6.5pp |
| Employer contribution / active EE | $1,599 | $1,823-12.3% | $2,521-36.6% | $2,177-26.5% |
| Participant deferral / active EE | $3,355 | $3,389-1.0% | $4,049-17.1% | $3,514-4.5% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |