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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $12,980 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,871 |
Service code 15 · EIN 58-1485803 | Recordkeeping | $3,500 |
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.
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 | $16,426 | $47,648-65.5% | $130,660-87.4% | $67,579-75.7% |
| Participation rate | 52.6% | 60.4%-7.9pp | 71.7%-19.2pp | 71.3%-18.7pp |
| Annual return | 50.56% | 25.73%+24.8pp | 1709.29%-1658.7pp | 378.56%-328.0pp |
| Employer contribution / active EE | $1,724 | $1,408+22.5% | $4,092-57.9% | $2,148-19.7% |
| Participant deferral / active EE | $3,170 | $2,616+21.2% | $3,603-12.0% | $3,539-10.4% |
| Admin fee / account holder | $85 | $105-19.5% | $5,463-98.5% | $142-40.6% |