Filed December 23, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $14,557 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,920 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,034 | $66,813-44.6% | $100,516-63.2% | $73,488-49.6% |
| Participation rate | 88.7% | 77.5%+11.2pp | 79.4%+9.3pp | 70.7%+18.0pp |
| Annual return | 19.70% | 25.70%-6.0pp | 30.89%-11.2pp | 28.51%-8.8pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,851 | $5,883+67.5% | $6,270+57.1% | $3,740+163.4% |
| Admin fee / account holder | $91 | $512-82.1% | $8,081-98.9% | $513-82.2% |