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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC4+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 | Advisory (Participants) | $12,565 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,972 | $63,114-55.7% | $92,893-69.9% | $65,185-57.1% |
| Participation rate | 58.7% | 68.8%-10.0pp | 76.0%-17.3pp | 70.2%-11.5pp |
| Annual return | 17.71% | 28.75%-11.0pp | 109.41%-91.7pp | 29.38%-11.7pp |
| Employer contribution / active EE | $580 | $2,571-77.4% | $3,653-84.1% | $2,177-73.4% |
| Participant deferral / active EE | $1,212 | $3,108-61.0% | $4,236-71.4% | $3,514-65.5% |
| Admin fee / account holder | $133 | $624-78.6% | $5,794-97.7% | $847-84.3% |