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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $13,504 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,661 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,329 | $73,638-71.0% | $95,960-77.8% | $73,493-71.0% |
| Participation rate | 97.6% | 76.2%+21.4pp | 77.1%+20.5pp | 70.7%+26.9pp |
| Annual return | 16.85% | 16.78%+0.1pp | 91.63%-74.8pp | 28.51%-11.7pp |
| Employer contribution / active EE | $191 | $1,863-89.8% | $2,541-92.5% | $2,270-91.6% |
| Participant deferral / active EE | $2,841 | $3,617-21.5% | $4,167-31.8% | $3,740-24.0% |
| Admin fee / account holder | $83 | $482-82.9% | $6,797-98.8% | $513-83.9% |