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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $7,728 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $440 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,951 | $65,453-9.9% | $86,691-32.0% | $66,930-11.9% |
| Participation rate | 68.4% | 75.5%-7.1pp | 76.6%-8.2pp | 69.8%-1.4pp |
| Annual return | -19.16% | -10.89%-8.3pp | 35.94%-55.1pp | 1.57%-20.7pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $12,603 | $4,102+207.3% | $4,656+170.7% | $4,238+197.4% |
| Admin fee / account holder | $70 | $642-89.0% | $7,492-99.1% | $593-88.1% |