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 | $24,675 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,886 | $73,102-19.4% | $123,552-52.3% | $56,287+4.6% |
| Participation rate | 56.9% | 74.3%-17.4pp | 82.3%-25.4pp | 69.9%-13.0pp |
| Annual return | -5.64% | 3.01%-8.6pp | 119.20%-124.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $380 | $2,977-87.2% | $4,628-91.8% | $2,111-82.0% |
| Participant deferral / active EE | $4,222 | $5,423-22.1% | $6,426-34.3% | $3,350+26.0% |
| Admin fee / account holder | $422 | $554-23.7% | $9,285-95.5% | $521-18.9% |