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| Provider | Service type | Compensation |
|---|---|---|
PATRICK ROBINSON2+ years Filed as: PATRICK & ROBINSON, LLC Service code 10 · EIN 03-0464684 | Accounting | $4,857 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 | Advisory (Participants) | $1,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,176 | $52,884-52.4% | $84,753-70.3% | $55,167-54.4% |
| Participation rate | 68.5% | 67.5%+0.9pp | 76.6%-8.1pp | 69.0%-0.5pp |
| Annual return | 5.84% | 18.03%-12.2pp | 22.78%-16.9pp | 169.23%-163.4pp |
| Employer contribution / active EE | $574 | $2,233-74.3% | $3,574-83.9% | $1,963-70.8% |
| Participant deferral / active EE | $1,190 | $2,644-55.0% | $3,712-67.9% | $3,054-61.0% |
| Admin fee / account holder | $105 | $581-82.0% | $5,333-98.0% | $504-79.2% |