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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $27,467 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,255 |
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.)
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 | $74,707 | $89,364-16.4% | $141,177-47.1% | $72,983+2.4% |
| Participation rate | 58.8% | 75.1%-16.4pp | 82.5%-23.7pp | 69.5%-10.7pp |
| Annual return | 22.56% | 111.86%-89.3pp | 71.40%-48.8pp | 81.01%-58.4pp |
| Employer contribution / active EE | $591 | $3,115-81.0% | $4,736-87.5% | $2,440-75.8% |
| Participant deferral / active EE | $5,070 | $5,419-6.4% | $6,710-24.4% | $3,608+40.5% |
| Admin fee / account holder | $430 | $5,959-92.8% | $10,263-95.8% | $5,124-91.6% |