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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $35,487 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,809 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,385 | $55,457-68.7% | $76,119-77.2% | $77,736-77.6% |
| Participation rate | 97.7% | 63.6%+34.1pp | 69.1%+28.7pp | 70.6%+27.2pp |
| Annual return | 14.16% | 17.09%-2.9pp | 361.25%-347.1pp | 31.26%-17.1pp |
| Employer contribution / active EE | $2,436 | $1,792+35.9% | $2,693-9.5% | $2,728-10.7% |
| Participant deferral / active EE | $4,332 | $3,454+25.4% | $4,259+1.7% | $4,651-6.8% |
| Admin fee / account holder | $89 | $411-78.4% | $6,421-98.6% | $433-79.5% |