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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $6,905 |
Service code 15 · EIN 58-1485803 | Recordkeeping | $975 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,941 | $39,898-77.6% | $121,220-92.6% | $55,725-84.0% |
| Participation rate | 41.2% | 61.2%-20.1pp | 71.8%-30.6pp | 70.9%-29.7pp |
| Annual return | -8.67% | -0.96%-7.7pp | 16.94%-25.6pp | 244.93%-253.6pp |
| Employer contribution / active EE | $978 | $1,295-24.5% | $4,023-75.7% | $2,078-52.9% |
| Participant deferral / active EE | $1,736 | $2,439-28.8% | $3,345-48.1% | $3,356-48.3% |
| Admin fee / account holder | $44 | $95-53.9% | $5,021-99.1% | $115-62.0% |