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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $107,798 |
PENSIONMARK FINANCIAL GROUP LLC9+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $65,325 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,416 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,279 | $44,626+23.9% | $86,188-35.9% | $80,160-31.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 69.0%+31.0pp | 72.9%+27.1pp |
| Annual return | 13.90% | 19.61%-5.7pp | 1168.45%-1154.5pp | 40.38%-26.5pp |
| Employer contribution / active EE | $557 | $1,099-49.3% | $2,380-76.6% | $2,978-81.3% |
| Participant deferral / active EE | $5,583 | $2,769+101.7% | $3,985+40.1% | $5,017+11.3% |
| Admin fee / account holder | $120 | $133-10.1% | $6,852-98.3% | $145-17.4% |