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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 | $41,016+36.5% | $152,093-63.2% | $64,097-12.6% |
| Participation rate | 40.2% | 51.3%-11.2pp | 77.8%-37.6pp | 55.2%-15.0pp |
| Annual return | 3.36% | 39.60%-36.2pp | 66.36%-63.0pp | 34.64%-31.3pp |
| Employer contribution / active EE | $1,270 | $1,342-5.4% | $4,175-69.6% | $1,891-32.9% |
| Participant deferral / active EE | $1,979 | $1,927+2.6% | $5,451-63.7% | $3,080-35.8% |
| Admin fee / account holder | $253 | $2,305-89.0% | $14,497-98.3% | $3,454-92.7% |