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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 | $45,343+23.5% | $150,298-62.7% | $67,986-17.6% |
| Participation rate | 40.2% | 51.9%-11.7pp | 77.8%-37.6pp | 57.2%-17.0pp |
| Annual return | 3.36% | 33.28%-29.9pp | 62.79%-59.4pp | 31.67%-28.3pp |
| Employer contribution / active EE | $1,270 | $1,462-13.1% | $4,154-69.4% | $2,019-37.1% |
| Participant deferral / active EE | $1,979 | $2,055-3.7% | $5,453-63.7% | $3,358-41.1% |
| Admin fee / account holder | $253 | $2,250-88.8% | $14,116-98.2% | $3,203-92.1% |