Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $21,378 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,740 |
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 | $83,951 | $86,949-3.4% | $102,460-18.1% | $80,959+3.7% |
| Participation rate | 82.4% | 72.4%+10.0pp | 76.5%+5.9pp | 67.7%+14.7pp |
| Annual return | 16.22% | 18.89%-2.7pp | 29.47%-13.3pp | 35.67%-19.4pp |
| Employer contribution / active EE | $9,725 | $2,370+310.4% | $3,025+221.5% | $2,757+252.7% |
| Participant deferral / active EE | $15,968 | $4,121+287.5% | $5,056+215.8% | $4,300+271.3% |
| Admin fee / account holder | $210 | $8,048-97.4% | $9,460-97.8% | $6,925-97.0% |