Filed May 28, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,754 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $9,361 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,318 | $136,307-69.7% | $177,848-76.8% | $73,497-43.8% |
| Participation rate | 91.2% | 86.1%+5.1pp | 87.7%+3.5pp | 70.7%+20.5pp |
| Annual return | 14.72% | 18.68%-4.0pp | 48.33%-33.6pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,811 | $3,712-24.3% | $5,919-52.5% | $2,270+23.8% |
| Participant deferral / active EE | $2,398 | $5,829-58.9% | $7,714-68.9% | $3,740-35.9% |
| Admin fee / account holder | $174 | $596-70.7% | $12,431-98.6% | $513-66.0% |