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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $29,676 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,275 | $82,163-68.0% | $125,363-79.0% | $64,814-59.5% |
| Participation rate | 53.2% | 77.9%-24.6pp | 82.4%-29.1pp | 71.5%-18.2pp |
| Annual return | 1.92% | 3.49%-1.6pp | 572.15%-570.2pp | 32.84%-30.9pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $7,381 | $7,175+2.9% | $7,447-0.9% | $4,310+71.2% |
| Admin fee / account holder | $67 | $163-58.9% | $10,005-99.3% | $188-64.3% |