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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,826 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $27,014 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,701 | $91,439-10.7% | $135,974-39.9% | $71,511+14.2% |
| Participation rate | 96.3% | 75.7%+20.6pp | 81.9%+14.3pp | 67.9%+28.3pp |
| Annual return | 18.60% | 29.90%-11.3pp | 68.30%-49.7pp | 28.86%-10.3pp |
| Employer contribution / active EE | $2,173 | $3,705-41.4% | $4,859-55.3% | $2,589-16.1% |
| Participant deferral / active EE | $7,965 | $7,093+12.3% | $7,760+2.6% | $4,291+85.6% |
| Admin fee / account holder | $305 | $1,267-75.9% | $10,767-97.2% | $1,588-80.8% |