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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $43,051 |
Filed as: PENSIONMARK FNANCIAL GROUP LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $34,459 |
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 | $42,587 | $39,948+6.6% | $89,435-52.4% | $73,412-42.0% |
| Participation rate | 97.1% | 50.4%+46.7pp | 68.0%+29.1pp | 72.2%+24.9pp |
| Annual return | 17.90% | 50.12%-32.2pp | 245.55%-227.7pp | 59.30%-41.4pp |
| Employer contribution / active EE | $1,037 | $1,200-13.6% | $2,587-59.9% | $2,234-53.6% |
| Participant deferral / active EE | $4,336 | $2,193+97.8% | $3,890+11.5% | $3,806+13.9% |
| Admin fee / account holder | $196 | $134+46.3% | $4,884-96.0% | $158+24.3% |