Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $55,974 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 · EIN 61-1758632 | Consulting | $14,466 |
ERISA SMART1 year Service code 16 · EIN 45-5529798 | Consulting | $9,634 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,338 | $52,188-70.6% | $86,656-82.3% | $74,473-79.4% |
| Participation rate | 96.1% | 66.3%+29.8pp | 71.7%+24.4pp | 70.7%+25.4pp |
| Annual return | 12.98% | 44.46%-31.5pp | 593.09%-580.1pp | 34.36%-21.4pp |
| Employer contribution / active EE | $1,468 | $2,282-35.7% | $3,025-51.5% | $2,638-44.4% |
| Participant deferral / active EE | $1,232 | $3,383-63.6% | $4,439-72.3% | $4,530-72.8% |
| Admin fee / account holder | $51 | $319-84.1% | $5,619-99.1% | $347-85.4% |