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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,946 | $50,815-39.1% | $155,509-80.1% | $77,643-60.1% |
| Participation rate | 46.8% | 63.1%-16.4pp | 78.2%-31.4pp | 70.6%-23.8pp |
| Annual return | 11.10% | 34.80%-23.7pp | 64.67%-53.6pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,260 | $1,993-36.8% | $4,672-73.0% | $2,726-53.8% |
| Participant deferral / active EE | $1,933 | $2,822-31.5% | $5,626-65.6% | $4,647-58.4% |
| Admin fee / account holder | $18 | $437-95.9% | $15,912-99.9% | $430-95.8% |