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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC6+ years Filed as: PENSIONMARK Service code 27 · EIN 26-1958084 | Advisory (Plan) | $64,436 |
AMERIBEN3 years Filed as: AMERIBEN/IEC GROUP Service code 13 · EIN 82-0497661 | Contract Administrator | $10,233 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $29,532 | $81,719-63.9% | $101,264-70.8% | $90,274-67.3% |
| Participation rate | 36.5% | 80.7%-44.2pp | 75.8%-39.3pp | 73.4%-36.9pp |
| Annual return | 6.45% | 337.64%-331.2pp | 46.48%-40.0pp | 53.97%-47.5pp |
| Employer contribution / active EE | $167 | $3,622-95.4% | $3,660-95.4% | $2,523-93.4% |
| Participant deferral / active EE | $1,432 | $3,310-56.7% | $4,370-67.2% | $4,231-66.1% |
| Admin fee / account holder | $131 | $162-19.2% | $5,947-97.8% | $114+14.7% |