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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSETMARK, INC. Service code 28 1960 OLD GATESBURG ROAD · STATE COLLEGE, PA 16803 | Investment Management | $7,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,984 | $80,177-86.3% | $123,894-91.1% | $57,658-80.9% |
| Participation rate | 20.9% | 74.4%-53.6pp | 81.4%-60.5pp | 70.2%-49.4pp |
| Annual return | 16.57% | 17.90%-1.3pp | 47.52%-30.9pp | 5.13%+11.4pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $954 | $5,130-81.4% | $5,984-84.1% | $3,061-68.8% |
| Admin fee / account holder | $95 | $106-10.8% | $8,357-98.9% | $95+0.3% |