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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $44,113 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 · EIN 61-1758632 | Consulting | $33,882 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,407 | $47,766-76.1% | $82,763-86.2% | $64,824-82.4% |
| Participation rate | 93.2% | 67.7%+25.5pp | 72.6%+20.6pp | 71.5%+21.7pp |
| Annual return | -15.23% | -13.06%-2.2pp | 702.45%-717.7pp | 32.84%-48.1pp |
| Employer contribution / active EE | $1,122 | $2,182-48.6% | $3,008-62.7% | $2,507-55.2% |
| Participant deferral / active EE | $981 | $3,332-70.5% | $4,395-77.7% | $4,311-77.2% |
| Admin fee / account holder | $25 | $143-82.3% | $5,325-99.5% | $188-86.5% |