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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $37,782 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,278 |
ADP BROKER-DEALER8+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,815 | $63,442+0.6% | $68,794-7.2% | $66,930-4.7% |
| Participation rate | 61.8% | 60.0%+1.9pp | 69.0%-7.2pp | 69.8%-8.0pp |
| Annual return | -21.78% | -8.29%-13.5pp | -6.37%-15.4pp | 1.57%-23.4pp |
| Employer contribution / active EE | $912 | $1,775-48.6% | $2,656-65.6% | $2,545-64.2% |
| Participant deferral / active EE | $4,540 | $2,945+54.2% | $3,941+15.2% | $4,238+7.1% |
| Admin fee / account holder | $268 | $577-53.6% | $4,934-94.6% | $593-54.9% |