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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,061 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $40,852 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,140 | $82,163-49.9% | $125,381-67.2% | $64,819-36.5% |
| Participation rate | 95.3% | 77.9%+17.4pp | 82.4%+12.9pp | 71.5%+23.8pp |
| Annual return | -16.72% | 3.49%-20.2pp | 572.31%-589.0pp | 32.84%-49.6pp |
| Employer contribution / active EE | $3,165 | $3,616-12.5% | $4,815-34.3% | $2,507+26.2% |
| Participant deferral / active EE | $6,573 | $7,175-8.4% | $7,448-11.7% | $4,311+52.5% |
| Admin fee / account holder | $226 | $163+38.3% | $10,007-97.7% | $188+20.1% |