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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,077 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $19,837 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,998 | $46,688+19.9% | $189,758-70.5% | $69,733-19.7% |
| Participation rate | 40.2% | 61.7%-21.5pp | 79.8%-39.6pp | 62.5%-22.3pp |
| Annual return | 3.36% | 14.35%-11.0pp | 52.62%-49.3pp | 15.22%-11.9pp |
| Employer contribution / active EE | $1,270 | $1,695-25.1% | $4,767-73.4% | $2,250-43.6% |
| Participant deferral / active EE | $1,979 | $2,143-7.7% | $5,856-66.2% | $3,054-35.2% |
| Admin fee / account holder | $253 | $1,700-85.1% | $20,388-98.8% | $3,102-91.9% |