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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC8+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 | Advisory (Participants) | $13,705 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,025 | $76,669-63.4% | $96,520-71.0% | $71,495-60.8% |
| Participation rate | 58.1% | 66.6%-8.5pp | 74.3%-16.3pp | 67.9%-9.9pp |
| Annual return | 6.65% | 48.29%-41.6pp | 35.72%-29.1pp | 28.85%-22.2pp |
| Employer contribution / active EE | $851 | $3,031-71.9% | $3,739-77.2% | $2,589-67.1% |
| Participant deferral / active EE | $1,783 | $3,771-52.7% | $4,879-63.5% | $4,291-58.5% |
| Admin fee / account holder | $282 | $2,028-86.1% | $6,733-95.8% | $1,588-82.2% |