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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC7+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 | Advisory (Participants) | $13,757 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,989 | $64,119-57.9% | $112,228-76.0% | $66,914-59.7% |
| Participation rate | 58.3% | 68.5%-10.1pp | 75.1%-16.7pp | 69.8%-11.5pp |
| Annual return | -6.91% | -13.81%+6.9pp | 27.45%-34.4pp | 1.58%-8.5pp |
| Employer contribution / active EE | $798 | $3,005-73.4% | $3,635-78.0% | $2,544-68.6% |
| Participant deferral / active EE | $1,655 | $3,693-55.2% | $4,728-65.0% | $4,237-60.9% |
| Admin fee / account holder | $213 | $625-66.0% | $6,410-96.7% | $593-64.1% |