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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $64,262 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,758 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,080 | $110,483-37.5% | $145,433-52.5% | $79,634-13.3% |
| Participation rate | 93.8% | 71.1%+22.7pp | 82.1%+11.7pp | 62.5%+31.3pp |
| Annual return | 18.41% | 24.62%-6.2pp | 66.58%-48.2pp | 36.46%-18.1pp |
| Employer contribution / active EE | $3,468 | $4,053-14.4% | $4,554-23.8% | $2,529+37.1% |
| Participant deferral / active EE | $8,128 | $7,216+12.6% | $7,897+2.9% | $3,835+112.0% |
| Admin fee / account holder | $267 | $680-60.8% | $13,129-98.0% | $1,002-73.4% |