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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $53,493 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 | Consulting | $43,548 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 16 · EIN 61-1758632 | Consulting | $19,442 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 37 · EIN 22-1211670 | Loan Processing | $30 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Filed as: INDEPENDENT FIDUCIARY CONSULTANT Service code 26 · EIN 61-1758632 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,461 | $52,722-66.9% | $90,440-80.7% | $73,412-76.2% |
| Participation rate | 55.2% | 67.7%-12.5pp | 72.7%-17.5pp | 72.2%-17.0pp |
| Annual return | 16.07% | 20.70%-4.6pp | 1294.38%-1278.3pp | 59.30%-43.2pp |
| Employer contribution / active EE | $688 | $1,872-63.2% | $3,263-78.9% | $2,234-69.2% |
| Participant deferral / active EE | $1,006 | $2,810-64.2% | $3,964-74.6% | $3,806-73.6% |
| Admin fee / account holder | $140 | $117+20.1% | $5,615-97.5% | $158-11.1% |