Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $13,481 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,175 |
ADP BROKER-DEALER3 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,167 | $73,102-68.3% | $123,553-81.2% | $56,289-58.8% |
| Participation rate | 49.0% | 74.3%-25.3pp | 82.3%-33.3pp | 69.9%-20.8pp |
| Annual return | 13.80% | 3.01%+10.8pp | 119.21%-105.4pp | -9.96%+23.8pp |
| Employer contribution / active EE | $1,603 | $2,977-46.2% | $4,628-65.4% | $2,111-24.1% |
| Participant deferral / active EE | $3,210 | $5,423-40.8% | $6,426-50.0% | $3,350-4.2% |
| Admin fee / account holder | $119 | $554-78.5% | $9,284-98.7% | $521-77.1% |