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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,998 | $49,915+12.2% | $154,803-63.8% | $74,304-24.6% |
| Participation rate | 40.2% | 54.0%-13.8pp | 78.1%-37.9pp | 60.3%-20.2pp |
| Annual return | 3.36% | 34.06%-30.7pp | 58.88%-55.5pp | 29.43%-26.1pp |
| Employer contribution / active EE | $1,270 | $1,611-21.2% | $4,305-70.5% | $2,241-43.3% |
| Participant deferral / active EE | $1,979 | $2,255-12.2% | $5,540-64.3% | $3,767-47.5% |
| Admin fee / account holder | $253 | $2,189-88.5% | $14,329-98.2% | $2,969-91.5% |