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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 | $102,429-18.5% | $147,096-43.2% | $80,925+3.2% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 16.52% | 135.02%-118.5pp | 419.75%-403.2pp | 35.65%-19.1pp |
| Employer contribution / active EE | $9,769 | $3,716+162.9% | $4,936+97.9% | $2,756+254.4% |
| Participant deferral / active EE | $19,149 | $6,649+188.0% | $8,071+137.3% | $4,299+345.5% |
| Admin fee / account holder | $186 | $7,957-97.7% | $13,005-98.6% | $6,940-97.3% |