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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC9+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $41,555 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,072 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,077 | $40,435+23.8% | $80,627-37.9% | $74,460-32.7% |
| Participation rate | 95.8% | 47.4%+48.5pp | 67.0%+28.8pp | 70.7%+25.1pp |
| Annual return | 18.56% | 165.19%-146.6pp | 936.76%-918.2pp | 34.38%-15.8pp |
| Employer contribution / active EE | $1,438 | $1,498-4.0% | $2,723-47.2% | $2,638-45.5% |
| Participant deferral / active EE | $6,592 | $2,673+146.6% | $4,443+48.4% | $4,530+45.5% |
| Admin fee / account holder | $193 | $721-73.3% | $5,381-96.4% | $348-44.6% |