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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 28 · EIN 61-1758632 | Investment Management | $12,005 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,021 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,522 | $39,132+164.5% | $57,196+81.0% | $62,881+64.6% |
| Participation rate | 97.6% | 70.5%+27.1pp | 75.3%+22.3pp | 69.3%+28.3pp |
| Annual return | 0.04% | 9.24%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $4,042 | $1,874+115.7% | $2,683+50.7% | $2,281+77.2% |
| Participant deferral / active EE | $3,445 | $2,374+45.1% | $3,096+11.3% | $3,203+7.6% |
| Admin fee / account holder | $80 | $2,594-96.9% | $3,141-97.5% | $4,296-98.1% |