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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $42,167 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,210 |
ADP BROKER-DEALER7 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 | $107,808 | $101,499+6.2% | $147,005-26.7% | $74,546+44.6% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+15.9pp | 67.2%+30.9pp |
| Annual return | 16.02% | 8732.34%-8716.3pp | 418.76%-402.7pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $2,852 | $3,811-25.2% | $4,934-42.2% | $2,624+8.7% |
| Participant deferral / active EE | $13,219 | $7,304+81.0% | $8,070+63.8% | $4,347+204.1% |
| Admin fee / account holder | $251 | $1,748-85.6% | $13,006-98.1% | $1,944-87.1% |