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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSETMARK Service code 27 · EIN 86-0770473 1023 COMMERCE STREET, SUITE D · LYNCHBURG, VA 24504 | Advisory (Plan) | $7,744 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,427 | $29,667-88.4% | $56,441-93.9% | $80,874-95.8% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 15.25% | 35.22%-20.0pp | 1704.21%-1689.0pp | 35.62%-20.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,953-100.0% | $4,297-100.0% |
| Admin fee / account holder | $44 | $2,429-98.2% | $2,829-98.4% | $6,935-99.4% |