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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,518 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $6,318 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,239 | $65,582+13.2% | $64,099+15.8% | $71,495+3.8% |
| Participation rate | 97.1% | 73.2%+23.9pp | 72.3%+24.7pp | 67.9%+29.1pp |
| Annual return | 16.66% | 18.96%-2.3pp | 33.70%-17.0pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,609 | $2,671-2.3% | $2,748-5.0% | $2,589+0.8% |
| Participant deferral / active EE | $4,593 | $3,628+26.6% | $3,881+18.3% | $4,291+7.1% |
| Admin fee / account holder | $77 | $616-87.5% | $3,070-97.5% | $1,588-95.2% |