Filed October 31, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK RETIREMENT GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $31,471 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $0 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 17.33% | 9.55%+7.8pp | 9.52%+7.8pp | 9.29%+8.0pp |
| Employer contribution / active EE | $11,765 | $20,722-43.2% | $41,951-72.0% | $15,168-22.4% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |