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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $50,586 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,742 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,518 | $55,458+68.6% | $76,030+23.0% | $77,762+20.3% |
| Participation rate | 61.3% | 63.6%-2.3pp | 69.1%-7.8pp | 70.6%-9.3pp |
| Annual return | 14.06% | 17.10%-3.0pp | 361.54%-347.5pp | 31.27%-17.2pp |
| Employer contribution / active EE | $890 | $1,792-50.4% | $2,688-66.9% | $2,728-67.4% |
| Participant deferral / active EE | $5,243 | $3,454+51.8% | $4,257+23.2% | $4,651+12.7% |
| Admin fee / account holder | $306 | $411-25.6% | $6,421-95.2% | $433-29.4% |