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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,476 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $12,722 |
MORNINGSTAR1 year 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,007 | $61,356-5.5% | $149,696-61.3% | $71,511-18.9% |
| Participation rate | 36.8% | 62.5%-25.7pp | 78.8%-42.0pp | 67.9%-31.1pp |
| Annual return | -1.73% | 35.86%-37.6pp | 134.46%-136.2pp | 28.86%-30.6pp |
| Employer contribution / active EE | $1,187 | $2,382-50.1% | $4,821-75.4% | $2,589-54.1% |
| Participant deferral / active EE | $1,813 | $2,920-37.9% | $5,682-68.1% | $4,291-57.7% |
| Admin fee / account holder | $226 | $1,263-82.1% | $13,212-98.3% | $1,588-85.8% |