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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $46,303 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 | Consulting | $21,880 |
Filed as: PENSIONMARK FIN GROUP, LLC Service code 16 · EIN 61-7586325 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,497 | $46,332-55.8% | $143,797-85.7% | $64,824-68.4% |
| Participation rate | 54.6% | 64.2%-9.6pp | 80.3%-25.7pp | 71.5%-16.9pp |
| Annual return | -4.75% | -10.05%+5.3pp | -0.04%-4.7pp | 32.84%-37.6pp |
| Employer contribution / active EE | $1,451 | $1,911-24.1% | $4,952-70.7% | $2,507-42.1% |
| Participant deferral / active EE | $1,885 | $2,647-28.8% | $5,638-66.6% | $4,311-56.3% |
| Admin fee / account holder | $25 | $154-83.5% | $14,679-99.8% | $188-86.5% |