Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $62,752 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $10,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,444 | $30,423+46.1% | $56,025-20.7% | $74,478-40.3% |
| Participation rate | 42.1% | 32.9%+9.2pp | 52.5%-10.5pp | 67.2%-25.2pp |
| Annual return | 14.58% | 24.97%-10.4pp | 1712.69%-1698.1pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $1,031 | $610+69.0% | $1,042-1.0% | $2,626-60.7% |
| Participant deferral / active EE | $2,325 | $1,176+97.6% | $1,955+18.9% | $4,350-46.6% |
| Admin fee / account holder | $680 | $2,363-71.2% | $2,828-76.0% | $1,946-65.0% |