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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC3+ years Filed as: PENSIONMARK Service code 27 · EIN 26-1958084 | Advisory (Plan) | $39,007 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,955 |
AMERIBEN3+ years Filed as: IEC GROUP Service code 13 · EIN 82-0497661 | Contract Administrator | $3,600 |
DENNEY MOLLIHAN INC3+ years Filed as: DENNEY MOLLIHAN INC. Service code 49 | Other Services | $2,117 |
DENNEY MOLLIHAN INC3+ years Service code 49 · EIN 86-0515327 | Other Services | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,799 | $60,545-49.1% | $92,240-66.6% | $69,631-55.8% |
| Participation rate | 31.5% | 72.2%-40.7pp | 76.5%-45.0pp | 70.7%-39.2pp |
| Annual return | 15.66% | 19.71%-4.1pp | 176.29%-160.6pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $84 | $2,633-96.8% | $3,680-97.7% | $2,032-95.9% |
| Participant deferral / active EE | $1,063 | $2,828-62.4% | $3,897-72.7% | $3,224-67.0% |
| Admin fee / account holder | $37 | $145-74.4% | $5,194-99.3% | $110-66.4% |