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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $70,531 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 · EIN 61-1758632 | Consulting | $21,168 |
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 | $30,946 | $50,919-39.2% | $155,556-80.1% | $77,762-60.2% |
| Participation rate | 46.8% | 63.1%-16.3pp | 78.2%-31.5pp | 70.6%-23.8pp |
| Annual return | 11.10% | 34.84%-23.7pp | 64.84%-53.7pp | 31.27%-20.2pp |
| Employer contribution / active EE | $1,260 | $1,991-36.7% | $4,675-73.1% | $2,728-53.8% |
| Participant deferral / active EE | $1,933 | $2,824-31.6% | $5,631-65.7% | $4,651-58.4% |
| Admin fee / account holder | $18 | $437-95.9% | $15,885-99.9% | $433-95.8% |