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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $45,797 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 26 · EIN 61-1758632 | Advisory (Participants) | $19,030 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 26 · EIN 42-1445429 | Advisory (Participants) | $9,000 |
Service code 16 · EIN 46-2954318 | Consulting | $7,748 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 37 · EIN 22-1211670 | Loan Processing | $45 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,813 | $39,859-77.9% | $78,676-88.8% | $57,658-84.7% |
| Participation rate | 44.6% | 66.1%-21.5pp | 73.6%-29.0pp | 70.2%-25.6pp |
| Annual return | 6.44% | 18.96%-12.5pp | 62.19%-55.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $307 | $1,786-82.8% | $2,850-89.2% | $1,974-84.4% |
| Participant deferral / active EE | $426 | $2,248-81.1% | $3,517-87.9% | $3,061-86.1% |
| Admin fee / account holder | $113 | $76+48.0% | $4,510-97.5% | $95+19.3% |