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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $22,021 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,057 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,362 | $77,472-40.2% | $100,415-53.8% | $80,959-42.7% |
| Participation rate | 87.9% | 76.9%+11.0pp | 81.5%+6.4pp | 67.7%+20.2pp |
| Annual return | 14.73% | 37.26%-22.5pp | 49.47%-34.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,687 | $6,818+86.1% | $8,091+56.8% | $4,300+195.0% |
| Admin fee / account holder | $110 | $5,885-98.1% | $7,906-98.6% | $6,925-98.4% |