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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $40,799 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,791 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,599 | $95,417-42.8% | $135,974-59.8% | $74,460-26.7% |
| Participation rate | 95.8% | 78.2%+17.6pp | 81.9%+13.9pp | 70.7%+25.0pp |
| Annual return | 22.42% | 32.76%-10.3pp | 68.30%-45.9pp | 34.38%-12.0pp |
| Employer contribution / active EE | $3,395 | $3,878-12.5% | $4,859-30.1% | $2,638+28.7% |
| Participant deferral / active EE | $7,117 | $7,789-8.6% | $7,760-8.3% | $4,530+57.1% |
| Admin fee / account holder | $234 | $266-11.9% | $10,767-97.8% | $348-32.6% |