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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,815 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $9,260 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,705 | $29,507-90.8% | $56,025-95.2% | $77,762-96.5% |
| Participation rate | 77.0% | 32.7%+44.3pp | 52.5%+24.5pp | 70.6%+6.5pp |
| Annual return | 8.40% | 18.90%-10.5pp | 1712.69%-1704.3pp | 31.27%-22.9pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $678 | $1,062-36.2% | $1,955-65.3% | $4,651-85.4% |
| Admin fee / account holder | $81 | $1,041-92.2% | $2,828-97.1% | $433-81.3% |