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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $15,275 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $770 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,869 | $60,165-5.5% | $74,184-23.3% | $55,167+3.1% |
| Participation rate | 67.2% | 74.2%-7.0pp | 76.6%-9.4pp | 69.0%-1.8pp |
| Annual return | 7.26% | 10.00%-2.7pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,271 | $1,600-20.5% | $2,370-46.4% | $1,963-35.2% |
| Participant deferral / active EE | $3,480 | $2,973+17.1% | $3,550-2.0% | $3,054+13.9% |
| Admin fee / account holder | $78 | $419-81.4% | $5,586-98.6% | $504-84.5% |