Filed May 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $22,472 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,538 |
ADP BROKER-DEALER4 years 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,515 | $130,294-65.8% | $170,057-73.8% | $71,529-37.8% |
| Participation rate | 94.9% | 86.2%+8.7pp | 87.0%+7.8pp | 67.9%+26.9pp |
| Annual return | 16.92% | 20.36%-3.4pp | 53.42%-36.5pp | 28.97%-12.0pp |
| Employer contribution / active EE | $3,548 | $4,385-19.1% | $6,790-47.7% | $2,590+37.0% |
| Participant deferral / active EE | $3,264 | $6,928-52.9% | $10,411-68.6% | $4,291-23.9% |
| Admin fee / account holder | $247 | $966-74.4% | $12,826-98.1% | $1,588-84.4% |