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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $16,180 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,430 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,524 | $102,422-18.5% | $147,117-43.2% | $80,959+3.2% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 16.52% | 135.16%-118.6pp | 420.54%-404.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $9,769 | $3,717+162.8% | $4,932+98.0% | $2,757+254.3% |
| Participant deferral / active EE | $19,149 | $6,652+187.9% | $8,065+137.4% | $4,300+345.3% |
| Admin fee / account holder | $186 | $7,953-97.7% | $12,993-98.6% | $6,925-97.3% |