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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC5+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 | Advisory (Participants) | $13,102 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $28,372 | $69,362-59.1% | $101,248-72.0% | $73,488-61.4% |
| Participation rate | 65.9% | 68.4%-2.5pp | 75.8%-9.9pp | 70.7%-4.8pp |
| Annual return | 5.83% | 18.46%-12.6pp | 46.47%-40.6pp | 28.51%-22.7pp |
| Employer contribution / active EE | $713 | $2,628-72.9% | $3,660-80.5% | $2,270-68.6% |
| Participant deferral / active EE | $1,494 | $3,300-54.7% | $4,370-65.8% | $3,740-60.0% |
| Admin fee / account holder | $124 | $704-82.3% | $5,945-97.9% | $513-75.8% |