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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $67,683 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 · EIN 61-1758632 | Consulting | $17,271 |
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 | $18,210 | $65,960-72.4% | $81,882-77.8% | $77,762-76.6% |
| Participation rate | 95.5% | 65.8%+29.8pp | 72.4%+23.2pp | 70.6%+25.0pp |
| Annual return | 8.65% | 26.64%-18.0pp | 779.47%-770.8pp | 31.27%-22.6pp |
| Employer contribution / active EE | $1,566 | $2,375-34.1% | $2,916-46.3% | $2,728-42.6% |
| Participant deferral / active EE | $1,288 | $3,505-63.2% | $4,323-70.2% | $4,651-72.3% |
| Admin fee / account holder | $40 | $526-92.4% | $7,360-99.5% | $433-90.7% |