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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $134,161 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 16 · EIN 61-1758632 | Consulting | $59,630 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,304 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $9,811 |
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).
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 | $20,695 | $33,780-38.7% | $74,549-72.2% | $75,289-72.5% |
| Participation rate | 60.4% | 62.7%-2.3pp | 69.1%-8.8pp | 72.4%-12.0pp |
| Annual return | 33.99% | -1.24%+35.2pp | 32.53%+1.5pp | -0.04%+34.0pp |
| Employer contribution / active EE | $80 | $845-90.6% | $1,961-95.9% | $2,405-96.7% |
| Participant deferral / active EE | $2,680 | $1,890+41.8% | $3,108-13.8% | $3,739-28.3% |
| Admin fee / account holder | $69 | $86-20.4% | $5,059-98.6% | $102-32.8% |