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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $41,748 |
PENSIONMARK FINANCIAL GROUP LLC5+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $40,923 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,239 | $38,365-0.3% | $84,628-54.8% | $65,185-41.3% |
| Participation rate | 100.0% | 55.7%+44.3pp | 68.2%+31.8pp | 70.2%+29.8pp |
| Annual return | 24.65% | 32.00%-7.3pp | 258.80%-234.1pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,167 | $1,258-7.3% | $2,653-56.0% | $2,177-46.4% |
| Participant deferral / active EE | $4,952 | $2,278+117.3% | $3,900+27.0% | $3,514+40.9% |
| Admin fee / account holder | $219 | $451-51.4% | $4,914-95.5% | $847-74.1% |