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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $15,343 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,685 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,583 | $93,598-29.9% | $135,974-51.8% | $75,173-12.8% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.7pp | 67.2%+19.5pp |
| Annual return | 22.91% | 30.89%-8.0pp | 68.30%-45.4pp | 160.72%-137.8pp |
| Employer contribution / active EE | $14,830 | $3,538+319.2% | $4,859+205.2% | $2,671+455.2% |
| Participant deferral / active EE | $21,572 | $6,405+236.8% | $7,760+178.0% | $4,126+422.8% |
| Admin fee / account holder | $151 | $6,978-97.8% | $10,767-98.6% | $5,651-97.3% |