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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $179,463 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 16 · EIN 61-1758632 | Consulting | $65,256 |
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 | $23,700 | $40,113-40.9% | $84,021-71.8% | $77,775-69.5% |
| Participation rate | 66.1% | 62.8%+3.3pp | 69.0%-3.0pp | 73.2%-7.1pp |
| Annual return | 25.98% | 23.27%+2.7pp | 71.32%-45.3pp | 32.58%-6.6pp |
| Employer contribution / active EE | $32 | $847-96.2% | $1,984-98.4% | $2,504-98.7% |
| Participant deferral / active EE | $2,786 | $2,030+37.3% | $3,239-14.0% | $3,966-29.7% |
| Admin fee / account holder | $36 | $92-60.8% | $6,102-99.4% | $100-64.1% |