Filed March 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $45,688 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,273 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,349 | $50,902-50.2% | $155,534-83.7% | $77,736-67.4% |
| Participation rate | 94.9% | 63.1%+31.8pp | 78.2%+16.7pp | 70.6%+24.3pp |
| Annual return | 12.65% | 34.85%-22.2pp | 64.92%-52.3pp | 31.26%-18.6pp |
| Employer contribution / active EE | $2,154 | $1,991+8.1% | $4,675-53.9% | $2,728-21.1% |
| Participant deferral / active EE | $3,735 | $2,824+32.2% | $5,630-33.7% | $4,651-19.7% |
| Admin fee / account holder | $35 | $437-92.1% | $15,900-99.8% | $433-92.0% |