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 | $22,128 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,404 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $227,291-100.0% | $214,702-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 88.0%-88.0pp | 87.5%-87.5pp | 80.8%-80.8pp |
| Annual return | -97.14% | 60.08%-157.2pp | 54.55%-151.7pp | 148.84%-246.0pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |