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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,852 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $5,571 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,628 | $84,493-9.3% | $125,381-38.9% | $66,938+14.5% |
| Participation rate | 95.0% | 76.4%+18.6pp | 82.4%+12.7pp | 69.8%+25.2pp |
| Annual return | -15.19% | -8.49%-6.7pp | 572.31%-587.5pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,723 | $3,554-51.5% | $4,815-64.2% | $2,545-32.3% |
| Participant deferral / active EE | $7,240 | $6,783+6.7% | $7,448-2.8% | $4,238+70.8% |
| Admin fee / account holder | $174 | $685-74.6% | $10,007-98.3% | $594-70.7% |