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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 | Advisory (Participants) | $12,648 |
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 | $25,351 | $58,726-56.8% | $92,240-72.5% | $62,293-59.3% |
| Participation rate | 63.4% | 68.3%-5.0pp | 76.5%-13.1pp | 69.5%-6.2pp |
| Annual return | 14.21% | 43.62%-29.4pp | 176.29%-162.1pp | 28.90%-14.7pp |
| Employer contribution / active EE | $641 | $2,392-73.2% | $3,680-82.6% | $2,042-68.6% |
| Participant deferral / active EE | $1,322 | $2,766-52.2% | $3,897-66.1% | $3,169-58.3% |
| Admin fee / account holder | $74 | $556-86.7% | $5,194-98.6% | $479-84.6% |