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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $126,327 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 16 · EIN 61-1758632 | Consulting | $48,872 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,100 | $38,833-53.4% | $78,778-77.0% | $77,958-76.8% |
| Participation rate | 44.2% | 60.9%-16.7pp | 69.2%-24.9pp | 71.6%-27.4pp |
| Annual return | 22.87% | 20.31%+2.6pp | 35.62%-12.8pp | 20.87%+2.0pp |
| Employer contribution / active EE | $151 | $840-82.1% | $1,986-92.4% | $2,310-93.5% |
| Participant deferral / active EE | $1,693 | $1,776-4.7% | $2,958-42.8% | $3,537-52.1% |
| Admin fee / account holder | $66 | $89-26.0% | $5,134-98.7% | $97-32.4% |