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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $51,294 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,886 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,157 | $106,164-47.1% | $147,041-61.8% | $77,692-27.7% |
| Participation rate | 94.3% | 78.4%+15.9pp | 82.2%+12.1pp | 70.6%+23.7pp |
| Annual return | 18.02% | 56.81%-38.8pp | 419.21%-401.2pp | 31.25%-13.2pp |
| Employer contribution / active EE | $2,880 | $4,066-29.2% | $4,935-41.6% | $2,726+5.6% |
| Participant deferral / active EE | $6,557 | $7,993-18.0% | $8,071-18.8% | $4,648+41.1% |
| Admin fee / account holder | $219 | $338-35.1% | $13,006-98.3% | $431-49.1% |