Filed August 20, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $15,439 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 7455 ARROYO CROSSING PKWY · LAS VEGAS, NV 891134086 | Advisory (Plan) | $13,789 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,432 | $61,172-82.9% | $185,851-94.4% | $79,389-86.9% |
| Participation rate | 91.4% | 66.6%+24.8pp | 81.7%+9.7pp | 70.7%+20.7pp |
| Annual return | 39.54% | 19.45%+20.1pp | 122.11%-82.6pp | 116.89%-77.4pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,764 | $2,788-36.7% | $5,569-68.3% | $4,046-56.4% |
| Admin fee / account holder | $98 | $710-86.2% | $16,245-99.4% | $626-84.3% |