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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) | $6,855 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,634 | $27,936-87.0% | $58,561-93.8% | $75,173-95.2% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 4.47% | 44.21%-39.7pp | 4251.33%-4246.9pp | 160.72%-156.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $49 | $1,727-97.2% | $2,520-98.1% | $5,651-99.1% |