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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 | $43,496+28.7% | $161,489-65.3% | $64,340-13.0% |
| Participation rate | 40.2% | 53.5%-13.4pp | 78.7%-38.5pp | 55.2%-15.1pp |
| Annual return | 3.36% | 20.76%-17.4pp | 89.72%-86.4pp | 24.14%-20.8pp |
| Employer contribution / active EE | $1,270 | $1,431-11.3% | $4,268-70.3% | $1,862-31.8% |
| Participant deferral / active EE | $1,979 | $1,996-0.9% | $5,630-64.9% | $2,980-33.6% |
| Admin fee / account holder | $253 | $2,330-89.2% | $16,006-98.4% | $3,703-93.2% |