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 | $30,637 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,537 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,362 | $84,482-29.7% | $125,363-52.6% | $66,930-11.3% |
| Participation rate | 60.0% | 76.4%-16.4pp | 82.4%-22.4pp | 69.8%-9.8pp |
| Annual return | -15.54% | -8.49%-7.1pp | 572.15%-587.7pp | 1.57%-17.1pp |
| Employer contribution / active EE | $591 | $3,553-83.4% | $4,815-87.7% | $2,545-76.8% |
| Participant deferral / active EE | $5,012 | $6,782-26.1% | $7,447-32.7% | $4,238+18.3% |
| Admin fee / account holder | $485 | $685-29.2% | $10,005-95.2% | $593-18.3% |