| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 06-1050034 | Recordkeeping | $463,140 |
PENSIONMARK FINANCIAL GROUP LLC3+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $156,500 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $29,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $3,125 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,924 | $33,283+29.0% | $77,557-44.7% | $93,223-54.0% |
| Participation rate | 77.9% | 33.8%+44.1pp | 54.2%+23.7pp | 74.9%+3.0pp |
| Annual return | 3.28% | 16.24%-13.0pp | 54.83%-51.5pp | 19.29%-16.0pp |
| Employer contribution / active EE | $471 | $311+51.3% | $987-52.2% | $2,680-82.4% |
| Participant deferral / active EE | $2,038 | $886+130.0% | $1,861+9.5% | $4,563-55.3% |
| Admin fee / account holder | $75 | $97-22.9% | $2,860-97.4% | $79-5.5% |