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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $14,106 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,870 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,329 | $82,674-37.9% | $125,381-59.1% | $68,486-25.1% |
| Participation rate | 86.9% | 75.1%+11.8pp | 82.4%+4.5pp | 67.9%+19.0pp |
| Annual return | -18.30% | -5.97%-12.3pp | 572.31%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $10,805 | $3,382+219.5% | $4,815+124.4% | $2,597+316.1% |
| Participant deferral / active EE | $21,115 | $6,111+245.5% | $7,448+183.5% | $4,028+424.3% |
| Admin fee / account holder | $117 | $6,277-98.1% | $10,007-98.8% | $5,404-97.8% |