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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $42,840 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 16 · EIN 61-1758632 | Consulting | $16,893 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,064 | $81,948-4.7% | $90,766-14.0% | $64,824+20.4% |
| Participation rate | 91.5% | 80.5%+11.1pp | 75.7%+15.8pp | 71.5%+20.0pp |
| Annual return | -17.66% | -12.53%-5.1pp | -12.16%-5.5pp | 32.84%-50.5pp |
| Employer contribution / active EE | $1,496 | $3,067-51.2% | $2,922-48.8% | $2,507-40.3% |
| Participant deferral / active EE | $5,602 | $4,844+15.7% | $4,565+22.7% | $4,311+30.0% |
| Admin fee / account holder | $125 | $157-20.3% | $8,446-98.5% | $188-33.3% |