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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 2262 BLUE STONE HILLS DR · HARRISONBURG, VA 22801 | Advisory (Plan) | $48,964 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,238 |
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 | $48,905 | $72,770-32.8% | $67,653-27.7% | $55,191-11.4% |
| Participation rate | 96.5% | 78.8%+17.7pp | 75.7%+20.8pp | 69.2%+27.3pp |
| Annual return | 1.70% | -3.26%+5.0pp | 6625.22%-6623.5pp | 10.78%-9.1pp |
| Employer contribution / active EE | $1,537 | $1,769-13.1% | $2,266-32.1% | $1,899-19.0% |
| Participant deferral / active EE | $3,672 | $3,408+7.7% | $3,560+3.2% | $3,046+20.5% |
| Admin fee / account holder | $127 | $79+61.0% | $4,821-97.4% | $91+39.8% |