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| 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 | $86,938-3.4% | $102,423-18.0% | $80,925+3.7% |
| Participation rate | 82.4% | 72.4%+10.0pp | 76.5%+5.9pp | 67.7%+14.8pp |
| Annual return | 16.22% | 18.89%-2.7pp | 29.42%-13.2pp | 35.65%-19.4pp |
| Employer contribution / active EE | $9,725 | $2,369+310.5% | $3,023+221.7% | $2,756+252.8% |
| Participant deferral / active EE | $15,968 | $4,120+287.5% | $5,054+215.9% | $4,299+271.5% |
| Admin fee / account holder | $210 | $8,053-97.4% | $9,455-97.8% | $6,940-97.0% |