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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $3,254 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,742 |
Service code 15 · EIN 58-1485803 | Recordkeeping | $1,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,265 | $63,156-85.3% | $122,354-92.4% | $62,293-85.1% |
| Participation rate | 34.2% | 60.0%-25.8pp | 71.6%-37.5pp | 69.5%-35.3pp |
| Annual return | 23.13% | 20.61%+2.5pp | 30.28%-7.2pp | 28.90%-5.8pp |
| Employer contribution / active EE | $827 | $1,385-40.3% | $4,051-79.6% | $2,042-59.5% |
| Participant deferral / active EE | $1,498 | $2,321-35.5% | $3,287-54.4% | $3,169-52.7% |
| Admin fee / account holder | $57 | $440-87.1% | $5,479-99.0% | $479-88.2% |