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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $7,142 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,035 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,631 | $80,753-76.9% | $136,298-86.3% | $62,293-70.1% |
| Participation rate | 47.9% | 73.5%-25.6pp | 81.9%-34.0pp | 69.5%-21.6pp |
| Annual return | 46.85% | 35.83%+11.0pp | 5156.27%-5109.4pp | 28.90%+18.0pp |
| Employer contribution / active EE | $1,011 | $2,884-64.9% | $4,696-78.5% | $2,042-50.5% |
| Participant deferral / active EE | $2,065 | $5,164-60.0% | $6,247-67.0% | $3,169-34.9% |
| Admin fee / account holder | $85 | $525-83.8% | $9,244-99.1% | $479-82.2% |