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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $16,691 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,278 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,303 | $55,415-70.6% | $155,509-89.5% | $74,495-78.1% |
| Participation rate | 91.9% | 61.9%+30.0pp | 78.2%+13.7pp | 67.2%+24.7pp |
| Annual return | 10.01% | 268.50%-258.5pp | 64.67%-54.7pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $354 | $2,267-84.4% | $4,672-92.4% | $2,623-86.5% |
| Participant deferral / active EE | $2,995 | $2,836+5.6% | $5,626-46.8% | $4,346-31.1% |
| Admin fee / account holder | $85 | $1,738-95.1% | $15,912-99.5% | $1,942-95.6% |