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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $53,942 |
PENSIONMARK FINANCIAL GROUP LLC7+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $45,678 |
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 | $49,359 | $41,647+18.5% | $96,161-48.7% | $86,813-43.1% |
| Participation rate | 94.6% | 50.3%+44.3pp | 68.4%+26.1pp | 72.3%+22.3pp |
| Annual return | 15.95% | 27.24%-11.3pp | 192.01%-176.1pp | 97.93%-82.0pp |
| Employer contribution / active EE | $1,172 | $1,328-11.8% | $2,798-58.1% | $2,406-51.3% |
| Participant deferral / active EE | $5,070 | $2,412+110.2% | $4,349+16.6% | $4,131+22.7% |
| Admin fee / account holder | $245 | $169+44.4% | $5,538-95.6% | $170+44.3% |