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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC3+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $53,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,152 |
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 | $62,040 | $69,305-10.5% | $82,313-24.6% | $69,631-10.9% |
| Participation rate | 93.5% | 80.3%+13.2pp | 76.9%+16.6pp | 70.7%+22.8pp |
| Annual return | 17.91% | 21.47%-3.6pp | 25.88%-8.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $1,638 | $1,887-13.2% | $2,428-32.6% | $2,032-19.4% |
| Participant deferral / active EE | $4,104 | $3,568+15.0% | $3,706+10.7% | $3,224+27.3% |
| Admin fee / account holder | $126 | $97+29.4% | $5,608-97.8% | $110+13.8% |