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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $25,387 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,723 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,170 | $110,083-62.6% | $151,628-72.8% | $68,495-39.9% |
| Participation rate | 67.1% | 84.0%-16.9pp | 87.5%-20.4pp | 67.9%-0.8pp |
| Annual return | -18.86% | -10.12%-8.7pp | 3.34%-22.2pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,427 | $4,470-68.1% | $6,165-76.9% | $2,596-45.1% |
| Participant deferral / active EE | $7,298 | $6,526+11.8% | $8,363-12.7% | $4,028+81.2% |
| Admin fee / account holder | $557 | $7,718-92.8% | $11,613-95.2% | $5,403-89.7% |