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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $21,136 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,028 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,296 | $80,753-22.9% | $136,298-54.3% | $62,2930% |
| Participation rate | 96.1% | 73.5%+22.5pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 19.69% | 35.83%-16.1pp | 5156.27%-5136.6pp | 28.90%-9.2pp |
| Employer contribution / active EE | $142 | $2,884-95.1% | $4,696-97.0% | $2,042-93.0% |
| Participant deferral / active EE | $6,398 | $5,164+23.9% | $6,247+2.4% | $3,169+101.9% |
| Admin fee / account holder | $164 | $525-68.7% | $9,244-98.2% | $479-65.7% |